Best Investors Account Sign in

Erin Ackenheil

Ameriprise Financial Services, LLC

Novato, CA

West Des Moines, IA

CRD 8129375

Claim This Profile
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
CA RA APPROVED 2026-04-17
  • CA RA
    APPROVED
    Since 2026-04-17

Branch Locations

Novato, CA • United States

1080 Jordan Creek Pkwy Ste 140N, West Des Moines, IA 50266 • 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 Novato CA 07/2025 Present
Black Point Insurance Novato CA 10/2016 Present
Anthem Blue Cross San Francisco CA 04/2009 09/2016
  • 07/2025 → Present
    Ameriprise Financial Services, Llc
    Novato, CA
  • 10/2016 → Present
    Black Point Insurance
    Novato, CA
  • 04/2009 → 09/2016
    Anthem Blue Cross
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-16
  • S66 Uniform Combined State Law Examination
    2026-04-16
Other Names
  • Erin Ackenheil
  • Erin Patrice Ackenheil

View on SEC IAPD

More in Novato, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor