Bruce Andrew Hennen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Eagan, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Eagan, MN

Other Businesses

Business Ownership; North Shore Operations LLC; Business Ownership; Business Operations; 7655 Crosswind Court, , Lakeville, MN, 55044; Not Investment-Related; 08/31/2022; 0 hours per month; 0 during trading hours / Agate Stone Tax LLC; Owner; Tax Preparation; 7655 Crosswind Court, , Lakeville, MN, 55044; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; sublease office space; Sublease separated office space to the tax practice - Agate Stone Tax LLC.; 17305 Cedar Ave South, Suite 210, Lakeville, MN, 55044; Not Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant