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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-09-29 |
Branch Locations
2021 New Rd 12 Linwood Professional Plaza, Linwood, NJ 08221-1045 • United States
Somers Point, NJ • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mount Laurel | NJ | 09/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Linwood | NJ | 03/2020 | Present |
Business Ownership; James Meis LLC; New account to manage income & expenses for my Ameriprise practice; Deposit payroll and pay expenses; 51 Broadway, , Somers Point, NJ, 8244; Investment-Related; 07/27/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-09 |
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