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CRD 3134539
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 |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-13 |
| TX | RA | APPROVED_RES | 2012-01-18 |
Branch Locations
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035 • United States
9222 Bayshore Dr Nw Ste 100, Silverdale, WA 98383 • United States
23211 Ne State Route 3 Ste A, Belfair, WA 98528 • United States
1333 Stewart St Ste 1, Seattle, WA 98109 • United States
Tualatin, OR • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lake Oswego | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Lake Oswego | OR | 03/2020 | Present |
Real Estate Ownership; Single Family; 454 Cheney Loop, , Central Point, OR, 97502; Investment-Related; 07/20/2022 / Commercial; 3689 Carman Drive, , Lake Oswego, OR, 97035; Not Investment-Related; 11/24/2025 / Commercial; NA, , Lake Oswego, OR, 97035; Not Investment-Related; 04/01/2026. Business Ownership; Wealthbridge Advisors, Inc.; Owner; The S-Corporation is for staffing, office expenses, operations, insurance, etc.; 5000 Meadows Road, Suite 450, Lake Oswego, OR, 97035; Not Investment-Related; 12/31/2013; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Tualatin Youth Baseball; Board Member - Head of Field Maintenance; PO Box 4373, , Tualatin, OR, 97062; Not Investment-Related; 03/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-19 |
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