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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 | 2021-04-13 |
| FL | RA | APPROVED | 1995-05-09 |
Branch Locations
12620 World Plaza Ln Ste 3 Bldg 60, Fort Myers, FL 33907-3996 • United States
Cape Coral, FL • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Myers | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 12620 World Plaza Lane Building 60Fort Myers, Fl 33907, ,; ; / Single Family; 2516 SE 24th CtCape Coral Fl 33904, ,; Investment-Related; 05/01/2014 / Single Family; 314 SE 21st LaneCape Coral Fl 33990, ,; Investment-Related; 05/01/2017. Business Ownership; Solver LLC; ; Holds office realestate for practice and existing leases; 12620 World Plaza Lane Bld 60Fort Myers Fl 33907, ,; ; 10/15/2010; 1 to 9 hours per month; . Board of Directors; WPII sec1; member at large; 12620 World PLaza Ln, ,; ; ; 1 to 9 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-09-11 |
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