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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2008-04-21 |
Branch Locations
2331 Enterprise Dr, Oshkosh, WI 54904 • United States
Oshkosh, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Oshkosh | WI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Oshkosh | WI | 03/2020 | Present |
Real Estate Ownership; Commercial; 2331 Enterprise Dr, , Oshkosh, WI, 54904; Not Investment-Related; 10/17/2025. Business Ownership; Taxolutions LLC; Owner; Tax Preparation; 2905 Waldwic Ln, , Oshkosh, WI, 54904; Not Investment-Related; 10/01/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-19 |
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