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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_RES | 2025-10-24 |
| MN | RA | APPROVED | 2016-08-12 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Eden Prairie, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 05/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 333 S. 7th Street, Suite 1960, Minneapolis, MN, 55402; Investment-Related; 09/20/2023; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-30 |
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