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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Plano | TX | 07/2025 | Present |
| University Of Mississippi | University | MS | 08/2021 | 05/2025 |
| Grapevine Faith Christian School | Grapevine | TX | 10/2016 | 05/2021 |
| Box Insurance Agency | Grapevine | TX | 12/2024 | 01/2025 |
| Es&H Of Dallas, Llc | Millsap | TX | 05/2024 | 08/2024 |
| Del Frisco's Grille | Southlake | TX | 06/2022 | 08/2022 |
| Fowler Law Firm | Austin | TX | 05/2022 | 06/2022 |
| Golf Galaxy | Southlake | TX | 05/2021 | 08/2021 |
| Unemployed | Plano | TX | 02/2016 | 09/2016 |
Outside Employment; Elevation Management Services; A Financial Planning Specialist of an Ameriprise practice.; Manage advisory business; 6860 Dallas Pkwy, Ste 550, Plano, TX, 75024; Investment-Related; 07/03/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-07 |
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