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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 | 2026-04-01 |
Branch Locations
310 Pinnacle Way Suite 200, Eau Claire, WI 54701-3413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Eau Claire | WI | 03/2013 | 12/2025 |
| Cliftonlarsonallen Llp | Eau Claire | WI | 11/2019 | 12/2025 |
| Ameriprise Financial Services, Llc | Chippewa Falls | WI | 04/2026 | Present |
| Unemployed | Chippewa Falls | WI | 01/2026 | 03/2026 |
Business Ownership; J and S Wealth Partners, LLC; Member; Manage Ameriprise Business; 7660 178th St, , Chippewa Falls, WI, 54729; Investment-Related; 03/30/2026; 1 to 9 hours per month; 1 to 9 during trading hours / JEWA, LLC; member; Manage Ameriprise Business; 310 pinnacle way, Suite 200, Eau Claire, WI, 54701; Investment-Related; 06/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Eau Claire Community Foundation Board of Trustees; N/A; 7 S Dewey St, Suite 200, , Eau Claire, WI, 54701; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; JEWA, LLC; member; Manage advisory business; 310 pinnacle way, Suite 200, Eau Claire, WI, 54701; Investment-Related; 06/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-15 |
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