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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 | 2024-12-10 |
Branch Locations
204 Creekside Xing, New Braunfels, TX 78130-3927 • United States
22015 N I 35, Schertz, TX 78154 • United States
Schertz, TX • United States
1 Ikea-Rbfcu Pkwy, Live Oak, TX 78233-2792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Live Oak | TX | 01/2023 | Present |
| Drayton Realty | Schertz Parkway | TX | 01/2017 | 01/2023 |
| Energy Transfer | Schertz | TX | 06/2014 | 01/2017 |
Outside Employment; RBFCU; Financial Advisor duel program; Duel employee with the AFIG Channel (Ameriprise/RBFCU); 1 IKEA-RBFCU PKWY, , Live Oak, TX, 78233; Investment-Related; 01/05/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
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