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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 | 2022-04-07 |
| WA | RA | APPROVED | 2012-02-13 |
Branch Locations
2630 77Th Ave Se Ste 110, Mercer Island, WA 98040 • United States
5401 32Nd Ave Nw Ste 201, Gig Harbor, WA 98335 • United States
Gig Harbor, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bellevue | WA | 02/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Gig Harbor | WA | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 508 Morris Ave S, , Renton, WA, 98057; Investment-Related; 01/01/2012 / Single Family; 2963 SE Travera Dr, , Port Orchard, WA, 98366; Investment-Related; 06/01/2022. Board of Directors; Heritage HOA; Board member; 7263 Sanford Pl, , Gig Harbor, WA, 98335; Not Investment-Related; 10/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Scannell LLC; Financial Advisor - Financial advisor; Manage advisory business; 2630 77th Ave SE #110, , Mercer Island, WA, 98040; Investment-Related; 05/01/2015; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-06 |
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