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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
NY RA APPROVED 2026-08-25
VA RA APPROVED 2025-07-24
  • NY RA
    APPROVED
    Since 2026-08-25
  • VA RA
    APPROVED
    Since 2025-07-24

Branch Locations

4801 Cox Rd Ste 202, Glen Allen, VA 23060-6803 • United States

Brooklyn, NY • 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
Ameriprise Financial Services, Llc Glen Allen VA 11/2024 Present
Financial Freedom Legal Richmond VA 07/2023 11/2024
Virginia Commonwealth University Richmond VA 01/2022 01/2024
Weinstein Jcc Richmond VA 04/2021 12/2022
District 5 Richmond VA 07/2019 03/2020
Virginia Commonwealth University Richmond VA 03/2020 04/2021
Sen Organic Small Plate Richmond VA 07/2017 07/2019
University Of North Carolina At Greensboro Greensboro NC 06/2016 07/2017
  • 11/2024 → Present
    Glen Allen, VA
  • 07/2023 → 11/2024
    Financial Freedom Legal
    Richmond, VA
  • 01/2022 → 01/2024
    Virginia Commonwealth University
    Richmond, VA
  • 04/2021 → 12/2022
    Weinstein Jcc
    Richmond, VA
  • 07/2019 → 03/2020
    District 5
    Richmond, VA
  • 03/2020 → 04/2021
    Virginia Commonwealth University
    Richmond, VA
  • 07/2017 → 07/2019
    Sen Organic Small Plate
    Richmond, VA
  • 06/2016 → 07/2017
    University Of North Carolina At Greensboro
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-23
  • S66 Uniform Combined State Law Examination
    2025-07-23
Other Names
  • Megan Linde
  • Megan Patricia Linde

View on SEC IAPD

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