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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 | 2025-05-02 |
| NE | RA | APPROVED | 2018-06-28 |
Branch Locations
1350 N Bell St, Fremont, NE 68025 • United States
Fremont, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fremont | NE | 12/2017 | 03/2020 |
| Calton & Associates, Inc. | Fremont | NE | 04/2014 | 12/2017 |
| Ameriprise Financial Services, Llc | Fremont | NE | 03/2020 | Present |
Outside Employment; Jon Gilfry Company; Financial Advisor - Meeting with clients, placing trades, managing financial plans.; ; 1350 N. Bell St., , Fremont, NE, 68025; Investment-Related; 11/30/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
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