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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-23 |
Branch Locations
Mount Horeb, WI • United States
1110 Fourier Dr Ste 100, Madison, WI 53717-1949 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Russell Investments | Milwaukee | WI | 06/2015 | 09/2021 |
| Benjamin F. Edwards | Madison | WI | 11/2021 | 12/2022 |
| Thrivent Investment Management Inc. | Madison | WI | 12/2022 | 01/2025 |
| Thrivent Financial | Appleton | WI | 12/2022 | 01/2025 |
| Ameriprise Financial Services, Llc | Madison | WI | 10/2025 | Present |
| Unemployed | Ballwin | MO | 10/2021 | 10/2021 |
| Unemployed | Mount Horeb | WI | 01/2025 | 03/2025 |
| Mount Horeb Fire Department | Mount Horeb | WI | 03/2025 | Present |
| Uber | Mount Horeb | WI | 06/2025 | 10/2025 |
Outside Employment; SAA, LLC; Employee; Manage advisory business; 3241A Business Park Dr, , Stevens Point, WI, 54482; Not Investment-Related; 10/20/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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