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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-04-01
  • NH RA
    APPROVED
    Since 2025-04-01

Branch Locations

Penacook, NH • United States

210 Rumford St, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full-Time Student Concord NH 05/2014 08/2017
Market Basket Warner NH 08/2017 11/2018
Altitude Trampoline Park Concord NH 11/2018 08/2019
Globe Wealth Management Concord NH 08/2019 06/2024
Ameriprise Financial Services, Llc Concord NH 06/2024 Present
  • 05/2014 → 08/2017
    Full-Time Student
    Concord, NH
  • 08/2017 → 11/2018
    Market Basket
    Warner, NH
  • 11/2018 → 08/2019
    Altitude Trampoline Park
    Concord, NH
  • 08/2019 → 06/2024
    Globe Wealth Management
    Concord, NH
  • 06/2024 → Present
    Concord, NH
Other Businesses

Outside Employment; Lakes Region Development; Associate Financial Advisor; Manage advisory business; 210 Rumford St, , Concord, NH, 03301; Investment-Related; 06/03/2024; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
  • S66 Uniform Combined State Law Examination
    2024-10-11
Other Names
  • Hunter Edwards
  • Hunter Matthew Edwards

View on SEC IAPD

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