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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_RES | 2026-06-25 |
| CA | RA | APPROVED | 2015-12-18 |
Branch Locations
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301 • United States
319 E Carrillo St Ste 107, Santa Barbara, CA 93101 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Woodland Hills | CA | 10/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Agoura Hills | CA | 03/2020 | Present |
Outside Employment; CrimsonCardinal LLC; Financial Planning Specialist - Analyst; Financial planning; 29899 Agoura Rd, Suite 112, Agoura Hills, CA, 91301; Not Investment-Related; 09/04/2018; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
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