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
TX RA APPROVED 2023-12-07
MN RA APPROVED 2022-12-14
  • TX RA
    APPROVED
    Since 2023-12-07
  • MN RA
    APPROVED
    Since 2022-12-14

Branch Locations

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

Minneapolis, 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 08/2022 Present
Norwalk High School Norwalk IA 08/2013 05/2017
Iowa State University Ames IA 06/2017 08/2022
Fareway Stores Inc. Norwalk IA 05/2014 05/2017
Fareway Stores Inc Boone IA 08/2017 11/2017
Fareway Stores Inc. Ames IA 11/2018 03/2019
Iowa State University Ames IA 06/2018 01/2022
Ames Country Club Ames IA 06/2020 08/2020
Green Hills Retirement Community Ames IA 02/2022 07/2022
  • 08/2022 → Present
    Minneapolis, MN
  • 08/2013 → 05/2017
    Norwalk High School
    Norwalk, IA
  • 06/2017 → 08/2022
    Iowa State University
    Ames, IA
  • 05/2014 → 05/2017
    Fareway Stores Inc.
    Norwalk, IA
  • 08/2017 → 11/2017
    Fareway Stores Inc
    Boone, IA
  • 11/2018 → 03/2019
    Fareway Stores Inc.
    Ames, IA
  • 06/2018 → 01/2022
    Iowa State University
    Ames, IA
  • 06/2020 → 08/2020
    Ames Country Club
    Ames, IA
  • 02/2022 → 07/2022
    Green Hills Retirement Community
    Ames, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-06
  • S66 Uniform Combined State Law Examination
    2022-12-06
Other Names
  • Alexander Logan Fee

View on SEC IAPD

More in Minneapolis, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor