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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 | 2021-05-12 |
Branch Locations
6860 Dallas Pkwy Ste 550, Plano, TX 75024 • United States
Mckinney, TX • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Plano | TX | 08/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 03/2020 | Present |
Outside Employment; Elevation Management Services, LLC; Associate Financial Advisor of an Ameriprise practice; Manage advisory business; 6860 Dallas Parkway, Suite 550, Plano, TX, 75024; Investment-Related; 01/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-10 |
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