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Jeffrey David Angel

Ameriprise Financial Services, LLC

White Bear Lake, MN

Lindstrom, MN

CRD 2181983

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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
AL RA APPROVED 2025-02-07
TX RA APPROVED 2016-05-06
MN RA APPROVED 2013-11-22
  • AL RA
    APPROVED
    Since 2025-02-07
  • TX RA
    APPROVED
    Since 2016-05-06
  • MN RA
    APPROVED
    Since 2013-11-22

Branch Locations

4637 White Bear Pkwy, White Bear Lake, MN 55110 • United States

Lindstrom, MN • 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, Inc. White Bear Lake MN 09/1991 03/2020
Ameriprise Financial Services, Llc White Bear Lake MN 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-11-08
  • S63 Uniform Securities Agent State Law Examination
    1991-11-08
Designations
  • Certified Financial Planner
Other Names
  • Jeff Angel

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STANDARD VALUATIONS, INC.
OSAIC WEALTH, INC.

Nearby Investors

Heikki Olavi Rouvinen
BJORN MARK MILLER
Bethany Rose Hennen

Nearby Offices

LPL FINANCIAL LLC · WHITE BEAR LAKE, MN
STANDARD VALUATIONS, INC. · WHITE BEAR LAKE, MN
OSAIC WEALTH, INC. · WHITE BEAR LAKE, MN

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