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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 | 2022-05-12 |
| OH | RA | APPROVED | 2020-10-01 |
Branch Locations
47443 National Rd W Ste 2, Saint Clairsville, OH 43950 • United States
Saint Clairsville, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wheeling | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wheeling | WV | 11/2016 | 10/2020 |
| Ameriprise Financial Services Inc | Saint Clairsville | OH | 10/2020 | 10/2020 |
| Ameriprise Financial Services, Llc | Saint Clairsville | OH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Saint Clairsville | OH | 10/2020 | Present |
Business Ownership; BKLE Properties; Own and operate S Corp; Financial Advisory Practice; 47443 National Road West Suite 2, , St Clairsville, OH, 43950; Investment-Related; 10/19/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Ultra 4; Off road racing; 4651 prosper dr, , stow, OH, 44224; Not Investment-Related; 12/31/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-09 |
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