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Macinnes Charoen Lamont

Ameriprise Financial Services, LLC

Minneapolis, MN

St. Paul, MN

CRD 7590348

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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
MN RA APPROVED 2022-11-29
TX RA APPROVED 2022-11-29
  • MN RA
    APPROVED
    Since 2022-11-29
  • TX RA
    APPROVED
    Since 2022-11-29

Branch Locations

753 Ameriprise Financial Ctr, Minneapolis, MN 55474-0007 • United States

St. Paul, 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, Llc Minneapolis MN 06/2022 Present
Edina High School Edina MN 08/2015 08/2018
University Of St. Thomas St. Paul MN 09/2018 05/2022
Office Depot & Subsidiaries Edina MN 06/2016 06/2017
Postmates Minneapolis MN 06/2018 06/2020
Doordash Minneapolis MN 06/2018 06/2020
University Of St. Thomas St. Paul MN 08/2019 06/2021
  • 06/2022 → Present
    Ameriprise Financial Services, Llc
    Minneapolis, MN
  • 08/2015 → 08/2018
    Edina High School
    Edina, MN
  • 09/2018 → 05/2022
    University Of St. Thomas
    St. Paul, MN
  • 06/2016 → 06/2017
    Office Depot & Subsidiaries
    Edina, MN
  • 06/2018 → 06/2020
    Postmates
    Minneapolis, MN
  • 06/2018 → 06/2020
    Doordash
    Minneapolis, MN
  • 08/2019 → 06/2021
    University Of St. Thomas
    St. Paul, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
  • S66 Uniform Combined State Law Examination
    2022-11-28
Other Names
  • Mac Charoen Lamont

View on SEC IAPD

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