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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
TX RA APPROVED_RES 2026-04-16
IL RA APPROVED 2025-03-28
  • TX RA
    APPROVED_RES
    Since 2026-04-16
  • IL RA
    APPROVED
    Since 2025-03-28

Branch Locations

422 N Rand Rd, North Barrington, IL 60010 • 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 St Charles IL 01/2023 02/2025
University Of Notre Dame - Shakespeare Notre Dame IN 06/2022 12/2022
Bethel University Mishawaka IN 09/2019 05/2022
Party City Geneva IL 10/2022 10/2022
Honeyrock Outdoor Center For Leadership Development Three Lakes WI 06/2017 08/2017
Honeyrock Outdoor Center For Leadership Development Three Lakes WI 05/2018 08/2018
Honeyrock Outdoor Center For Leadership Development Three Lakes WI 05/2019 08/2019
Bethel University Mishawaka IN 10/2022 02/2023
Party City Geneva IL 09/2017 05/2019
Local 187 - Barney-Monk Corporation South Bend IN 06/2022 06/2022
Honeyrock Center For Outdoor Leadership Development Three Lakes WI 09/2016 05/2017
Waubonsee Community College Sugar Grove IL 08/2017 05/2019
Bethel University Mishawaka IN 08/2019 05/2022
Geneva Community High School Geneva IL 05/2022 05/2022
Geneva Community High School Geneva IL 05/2020 06/2020
Cyt Chicago Cary IL 12/2018 05/2019
Ameriprise Financial Services, Llc North Barrington IL 03/2025 Present
  • 01/2023 → 02/2025
    St Charles, IL
  • 06/2022 → 12/2022
    University Of Notre Dame - Shakespeare
    Notre Dame, IN
  • 09/2019 → 05/2022
    Bethel University
    Mishawaka, IN
  • 10/2022 → 10/2022
    Party City
    Geneva, IL
  • 06/2017 → 08/2017
    Honeyrock Outdoor Center For Leadership Development
    Three Lakes, WI
  • 05/2018 → 08/2018
    Honeyrock Outdoor Center For Leadership Development
    Three Lakes, WI
  • 05/2019 → 08/2019
    Honeyrock Outdoor Center For Leadership Development
    Three Lakes, WI
  • 10/2022 → 02/2023
    Bethel University
    Mishawaka, IN
  • 09/2017 → 05/2019
    Party City
    Geneva, IL
  • 06/2022 → 06/2022
    Local 187 - Barney-Monk Corporation
    South Bend, IN
  • 09/2016 → 05/2017
    Honeyrock Center For Outdoor Leadership Development
    Three Lakes, WI
  • 08/2017 → 05/2019
    Waubonsee Community College
    Sugar Grove, IL
  • 08/2019 → 05/2022
    Bethel University
    Mishawaka, IN
  • 05/2022 → 05/2022
    Geneva Community High School
    Geneva, IL
  • 05/2020 → 06/2020
    Geneva Community High School
    Geneva, IL
  • 12/2018 → 05/2019
    Cyt Chicago
    Cary, IL
  • 03/2025 → Present
    North Barrington, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-03
  • S66 Uniform Combined State Law Examination
    2023-08-03
Other Names
  • Morgan Mcdonell
  • Morgan Hensel
  • Morgan Dee Mcdonell

View on SEC IAPD

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