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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

AuthorityCategoryStatusDate
MN RA APPROVED 2013-12-10
  • MN RA
    APPROVED
    Since 2013-12-10

Branch Locations

7601 France Ave S Ste 630, Edina, MN 55435-5968 • United States

Lakeville, MN • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Edina MN 09/2008 03/2020
Ameriprise Financial Services, Llc Edina MN 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 2739 Girard Ave. South Minneapolis, MN 55407, ,; Not Investment-Related; 04/15/2015. Business Ownership; CWG Holdings; Co-owner; Manage Ameriprise Business; 7601 France Ave South, , Edina, MN, 55435; Investment-Related; 10/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Girard Association; Board Member; 2739 Girard Ave S, , Minneapolis, MN, 55408; Not Investment-Related; 06/01/2021; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Capital Campaign Cabinet Member; My kids attend Good Shepherd Lutheran School in Burnsville MN, and we are also church members there as well. They are about to kick off a capital campaign for an add on build that is a goal to grow the campus and add a gym to the facility, and have asked if I could please be a part of the Creative Giving Team. My role would be to help educate the school and church members on ways to strategically give through QCD, DAF and direct stock gifts, as well as help reach out to local businesses to educate on giving opportunities.; 151 East County Hwy 42, , Burnsville, MN, 55306; Not Investment-Related; 03/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-21
  • S63 Uniform Securities Agent State Law Examination
    2008-10-21
Other Names
  • Molly Sell
  • Mary M Sell
  • Mary Margret Sell

View on SEC IAPD

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