Best Investors Account Sign in
Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-12-09
TX RA APPROVED_RES 2010-04-15
  • MN RA
    APPROVED
    Since 2013-12-09
  • TX RA
    APPROVED_RES
    Since 2010-04-15

Branch Locations

18 W Division St Box 1004, Elbow Lake, MN 56531 • United States

817 Broadway St, Alexandria, MN 56308 • United States

Alexandria, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Alexandria MN 09/2008 03/2020
Ameriprise Financial Services, Llc Alexandria MN 03/2020 Present
Other Businesses

Business Ownership; Big Picture, LLC; ; Ameriprise Financial Office; 817 BroadwayAlexandria, MN 56308, ,; Not Investment-Related; 05/15/2013; 1 to 9 hours per month; 0 during trading hours / Steidl-Benzinger & Associates LLC; Review amount in checkbook for payroll; We have this LLC set up for payroll and our retirement plan; 817 BroadwayAlexandria MN 56308, ,; Not Investment-Related; 01/10/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Sam Steidl LLC; Owner; Manage Ameriprise Business; 817 Broadway St, , Alexandria, MN, 56308; Investment-Related; 03/18/2024; 0 hours per month; 0 during trading hours / Big Picture Buffalo LLC; Co-owner; Real Estate; 2 Division St E, , Buffalo, MN, 55313; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / S&T Steidl Inc.; Co-owner; Manage Ameriprise Business; 817 Broadway St, , ALEXANDRIA, MN, 56308; Investment-Related; 01/01/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; Cardinal Athletic Foundation; President; 4300 Pioneer RD SE, , Alexandria, MN, 56308; Investment-Related; 01/15/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Big Picture Buffalo LLC; Co-owner; Real Estate; 2 Division St E, , Buffalo, MN, 55313; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / S&T Steidl Inc.; Co-owner; Manage advisory business; 817 Broadway St, , ALEXANDRIA, MN, 56308; Investment-Related; 01/01/2026; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-06-26
  • S63 Uniform Securities Agent State Law Examination
    2006-06-26
Designations
  • Certified Financial Planner
Other Names
  • Sam Steidl

View on SEC IAPD

More in Elbow Lake, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor