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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 | 2026-07-20 |
Branch Locations
3536 Sw Troy St Ste E, Portland, OR 97219 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 10/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Board of Directors; Multnomah Village Business Association; At Large (Board Member At Large); P.O. Box 80163, , Portland, OR, 97219; Not Investment-Related; 05/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-18 |
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