Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-05 |
Branch Locations
3174 Mack Rd Ste 2, Fairfield, OH 45014 • United States
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | West Chester | OH | 10/2012 | 12/2025 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 12/2025 | Present |
Business Ownership; E Nine; Owner; Manage Ameriprise Business; 5451 Rodeo Dr, , Liberty Twp, OH, 45044; Investment-Related; 11/14/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Walsh Legacy LLC; Co-owner; Manage Ameriprise Business; 3174 Mack Rd Ste 2, , Fairfield, OH, 45014; Investment-Related; 10/17/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Beyond Wealth Advisors LLC; w2 employee; Manage advisory business; 2835 Miami Village Dr, Ste 110, Miamisburg, OH, 45342; Investment-Related; 12/05/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-09 |
Reach out to this advisor