Best Investors Account Sign in
Claim This Profile
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
PA RA APPROVED 2025-04-11
TX RA APPROVED 2025-04-11
  • PA RA
    APPROVED
    Since 2025-04-11
  • TX RA
    APPROVED
    Since 2025-04-11

Branch Locations

4661 Trindle Rd Ste 300, Camp Hill, PA 17011-5603 • United States

Lemoyne, PA • 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
Edward Jones St Louis MO 08/2019 04/2025
Springlake-Earth Isd Earth TX 07/2018 06/2019
Denver City Isd Denver City TX 07/2016 07/2018
Ameriprise Financial Services Llc Camp Hill PA 04/2025 Present
Previous Registrations
  • 2019-10-14 → 2025-04-14
    St Louis, MO
    Harrisburg, PA
    Camp Hill, PA
    Harrisburg, PA
Other Businesses

Other Business Activities; Financial Planning Assocation; I have completed the required training course and wish to volunteer to offer pro bono financial planning services through the Financial Planning Assocation (FPA) and their partnership with Foundation for Financial Planning (FFP).; 1290 Broadway, Suite 1625, Denver , CO, 80203; Not Investment-Related; 10/06/2025; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-12
  • S66 Uniform Combined State Law Examination
    2019-10-12
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Camp Hill, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor