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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 | 2026-01-28 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Real Estate Ownership; Single Family; 39388 Lodge Rd, , Fawnskin, CA, 92333; Not Investment-Related; 10/15/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
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