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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-04 |
Branch Locations
Greenfield, WI • United States
13555 Bishops Ct., Ste. 255, Brookfield, WI 53005-6223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Brookfield | WI | 12/2019 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Brookfield | WI | 12/2019 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Brookfield | WI | 11/2016 | 12/2019 |
| B.O.S.S. | Milwaukee | WI | 08/2015 | 10/2016 |
| U.S. Bancorp Investments, Inc. | New Berlin | WI | 07/2023 | 01/2025 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 02/2025 | Present |
Other Business Activities; Lyft; Working as a driver for Lyft from time to time; 185 Berry Street, Ste 400, San Francisco, CA, 94107; Not Investment-Related; 10/16/2017; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
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