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Kelley Rae Henderson-Richardson

Ameriprise Financial Services, LLC

Jefferson, GA

Atlanta, GA

Jefferson, GA

CRD 4955440

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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
GA RA APPROVED 2026-04-22
  • GA RA
    APPROVED
    Since 2026-04-22

Branch Locations

Jefferson, GA • United States

825 Juniper St Ne, Atlanta, GA 30308-1311 • United States

Jefferson, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Atlanta GA 09/2006 Present
Other Businesses

Outside Employment; 825 Group; Employee; Payroll service run through the 825 Group; 825 Juniper St NE, , Atlanta, GA, 30308-1311; Not Investment-Related; 08/01/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-10
  • S66 Uniform Combined State Law Examination
    2025-11-10
Other Names
  • Kelley Rae Beasley
  • Kelley Rae Henderson
  • Kelley Rae Henderson

View on SEC IAPD

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