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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
TX RA APPROVED 2026-01-28
CA RA APPROVED 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-28
  • CA RA
    APPROVED
    Since 2026-01-14

Branch Locations

San Marcos, CA • United States

San Marcos, CA • United States

4655 Executive Dr Ste 300, San Diego, CA 92121-3123 • 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 San Diego CA 01/2026 Present
California State University San Marcos San Marcos CA 07/2018 01/2026
Academy Of Art University San Francisco CA 06/2012 07/2018
  • 01/2026 → Present
    San Diego, CA
  • 07/2018 → 01/2026
    California State University San Marcos
    San Marcos, CA
  • 06/2012 → 07/2018
    Academy Of Art University
    San Francisco, CA
Other Businesses

Real Estate Ownership; Single Family; 39388 Lodge Rd, , Fawnskin, CA, 92333; Not Investment-Related; 10/15/2025.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-25
  • S66 Uniform Combined State Law Examination
    2025-08-25
Other Names
  • Torrey William Olson

View on SEC IAPD

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