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Aidan Richard Greene

Ameriprise Financial Services, LLC

La Crosse, WI

CRD 7553373

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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
WI RA APPROVED 2024-08-08
  • WI RA
    APPROVED
    Since 2024-08-08

Branch Locations

401 2Nd St N Ste 102, La Crosse, WI 54601 • 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, Llc La Crosse WI 05/2022 Present
University Of Wisconsin La Crosse La Crosse WI 05/2021 05/2023
Holy Family Catholic High School Victoria MN 05/2017 05/2021
Our Lady Of The Lake Mound MN 09/2007 05/2017
  • 05/2022 → Present
    La Crosse, WI
  • 05/2021 → 05/2023
    University Of Wisconsin La Crosse
    La Crosse, WI
  • 05/2017 → 05/2021
    Holy Family Catholic High School
    Victoria, MN
  • 09/2007 → 05/2017
    Our Lady Of The Lake
    Mound, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05

View on SEC IAPD

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