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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2011-08-11 |
Branch Locations
113 E Market St Ste 220, Leesburg, VA 20176-3112 • United States
Leesburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Leesburg | VA | 08/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Leesburg | VA | 03/2020 | Present |
Outside Employment; CFI Management Group LLC; Operations Manager; Support Ameriprise Advisory Practice; 7001 Heritage Village Plaza, , Gainesville, VA, 20155; Investment-Related; 07/25/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-05 |
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