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Lily Yaxuan Liang

Ameriprise Financial Services, LLC

Orono, MN

Minneapolis, MN

CRD 7964953

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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
NV RA APPROVED 2025-05-06
MN RA APPROVED 2025-05-02
  • NV RA
    APPROVED
    Since 2025-05-06
  • MN RA
    APPROVED
    Since 2025-05-02

Branch Locations

Orono, MN • United States

753 Ameriprise Financial Ctr, Minneapolis, MN 55474-0007 • 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 Minneapolis MN 08/2024 Present
Wayzata East Middle School Wayzata MN 08/2014 09/2016
Wayzata High School Wayzata MN 09/2016 09/2020
University Of Minnesota, Twin Cities Minneapolis MN 09/2020 05/2024
Mcdonald's Wayzata MN 08/2018 09/2018
Volkart May Plymouth MN 06/2022 08/2022
Goldwater Llc Wayzata MN 09/2020 05/2024
Target Wayzata MN 07/2024 08/2024
  • 08/2024 → Present
    Ameriprise Financial Services Llc
    Minneapolis, MN
  • 08/2014 → 09/2016
    Wayzata East Middle School
    Wayzata, MN
  • 09/2016 → 09/2020
    Wayzata High School
    Wayzata, MN
  • 09/2020 → 05/2024
    University Of Minnesota, Twin Cities
    Minneapolis, MN
  • 08/2018 → 09/2018
    Mcdonald's
    Wayzata, MN
  • 06/2022 → 08/2022
    Volkart May
    Plymouth, MN
  • 09/2020 → 05/2024
    Goldwater Llc
    Wayzata, MN
  • 07/2024 → 08/2024
    Target
    Wayzata, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-01
  • S66 Uniform Combined State Law Examination
    2025-05-01
Other Names
  • Yaxuan Liang

View on SEC IAPD

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