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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-10 |
Branch Locations
7601 France Ave S Ste 630, Edina, MN 55435-5968 • United States
Lakeville, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Edina | MN | 09/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-21 |
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