Philip Ross Dubinski

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-15
MI	RA	APPROVED	2010-08-10

TX RA
APPROVED_RES

Since 2026-05-15
MI RA
APPROVED

Since 2010-08-10

Branch Locations

Canton, MI • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Canton	MI	09/2005	03/2020
Ameriprise Financial Services, Llc	Canton	MI	03/2020	Present

09/2005 → 03/2020

Ameriprise Financial Services, Inc.

Canton, MI
03/2020 → Present

Ameriprise Financial Services, Llc

Canton, MI

Other Businesses

Other Business Activities; Financial Plan Preparations; I prepare financial plans for two advisors at the same office: Reider Holdings LLC - paid direct deposit Sara Mehraban & Associates LLC - paid check from LLC 4750 Venture Drive Suite 150 Ann Arbor MI 48108; 1505 Colonnade Court , , Canton, MI, 48187; Not Investment-Related; 08/12/2013; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-06-30
S63	Uniform Securities Agent State Law Examination	1993-09-03

S65 Uniform Investment Adviser Law Examination

2010-06-30
S63 Uniform Securities Agent State Law Examination

1993-09-03

View on SEC IAPD