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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
VA RA APPROVED 2026-03-09
OH RA APPROVED 2026-03-03
FL RA APPROVED 2025-10-24
  • VA RA
    APPROVED
    Since 2026-03-09
  • OH RA
    APPROVED
    Since 2026-03-03
  • FL RA
    APPROVED
    Since 2025-10-24

Branch Locations

Ashland, OH • United States

1902 Campus Commons Dr Ste 500, Reston, VA 20191-1592 • 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
Truist Investment Services,Inc. Lake Mary FL 10/2019 05/2025
Private Nanny Winter Springs FL 05/2019 10/2019
Unemployed Casselberry FL 01/2014 05/2019
Seminole State College Of Florida Sanford FL 08/2019 12/2023
Ameriprise Financial Services, Llc Reston VA 06/2025 Present
  • 10/2019 → 05/2025
    Truist Investment Services,Inc.
    Lake Mary, FL
  • 05/2019 → 10/2019
    Private Nanny
    Winter Springs, FL
  • 01/2014 → 05/2019
    Unemployed
    Casselberry, FL
  • 08/2019 → 12/2023
    Seminole State College Of Florida
    Sanford, FL
  • 06/2025 → Present
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
  • S66 Uniform Combined State Law Examination
    2025-10-20
Other Names
  • Natalie Campbell
  • Natalie Lynne Campbell

View on SEC IAPD

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