Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-23 |
Branch Locations
3513 Concord Pike Ste 1000, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wilmington | DE | 11/2022 | Present |
| Keller Williams Wilmington | Wilmington | DE | 07/2020 | 11/2022 |
| Oldfields School | Sparks Glencoe | MD | 08/2015 | 06/2020 |
| Johns Hopkins Center For Talented Youth | Lancaster | PA | 06/2017 | 08/2019 |
Outside Employment; Kimberlee M. O. LLC; Paraplanner supporting a financial advisor in administrative duties.; Ameriprise Financial franchise; 3513 Concord Pike, STE 1000, Wilmington, DE, 19803; Investment-Related; 10/28/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
Reach out to this advisor