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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-21 |
| KY | RA | APPROVED | 2003-09-17 |
Branch Locations
130 Dudley Pike Ste 250, Edgewood, KY 41017-4312 • United States
Florence, KY • 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. | Cincinnati | OH | 10/1996 | 03/2020 |
| Ameriprise Financial Services, Llc | Edgewood | KY | 03/2020 | Present |
Real Estate Ownership; Single Family; 1108 Periwinkle Dr, , Florence, KY, 41042; Not Investment-Related; 03/01/2007. Business Ownership; Instill, LLC; Owner; Manage Ameriprise Business; 130 Dudley Pike, Suite 250, Edgewood, KY, 41017; Investment-Related; 11/06/2023; 1 to 9 hours per month; 0 during trading hours / Breakwater, LLC; Owner; Manage Ameriprise Business; 130 Dudley Pike, Suite 250, , Edgewood, KY, 41017; Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Instill, LLC; Owner; I own this LLC (previously disclosed). I opened it for payroll and benefits purposes. I will pay our current Ameriprise franchise employees through this LLC. for accounting purposes. I will also pay myself through this entity. The LLC will also be used to pay certain business expenses of the franchise.; 130 Dudley Pike, Ste 250, Edgewood, KY, 41017; Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-07 |
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