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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
Burlington, TX • United States
10252 W Adams Ave Ste 104B, Temple, TX 76502 • 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 |
|---|---|---|---|---|
| Bell County Tax Appraisal District | Belton | TX | 07/2017 | 09/2021 |
| Edward Jones | St. Louis | MO | 06/2015 | 12/2016 |
| Unemployed | Temple | TX | 12/2016 | 07/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 05/2021 | 10/2024 |
| Agia | Houston | TX | 12/2022 | 10/2024 |
| Ameriprise Financial Services, Llc | Temple | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-17 |
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