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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 | 2025-08-06 |
| FL | RA | APPROVED | 2025-04-29 |
| MI | RA | APPROVED | 2024-09-18 |
Branch Locations
5440 Corporate Dr Ste 205, Troy, MI 48098 • United States
1304 10Th Street Suite F, Saint Cloud, FL 34769 • United States
Saint Clair Shores, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sterling Heights | MI | 10/2022 | 09/2024 |
| Rocket Companies, Inc | Detroit | MI | 06/2016 | 09/2021 |
| Career Break | Saint Clair Shores | MI | 09/2021 | 10/2022 |
| Bank Of America, N.A. | Sterling Heights | MI | 10/2022 | 09/2024 |
| Ameriprise Financial Services, Llc | Troy | MI | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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