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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2021-07-22 |
Branch Locations
111 Maplewood Ave Ste A-2, Portsmouth, NH 03801 • United States
Lee, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portsmouth | NH | 04/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Portsmouth | NH | 03/2020 | Present |
Outside Employment; RPWM Partners, LLC; I am a Practice Manager and Financial Advisor at our firm- Rise Private Wealth.; Manage advisory business; 111 Maplewood Ave, Suite A-2, Portsmouth, NH, 03801; Investment-Related; 07/23/2025; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-31 |
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