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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
NY RA APPROVED 2026-08-21
  • NY RA
    APPROVED
    Since 2026-08-21

Branch Locations

Colden, NY • United States

8310 Wehrle Dr, Williamsville, NY 14221-7334 • 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 Williamsville NY 05/2024 Present
Alden State Bank Alden NY 09/2023 05/2024
Tractor Supply Co. Alden NY 07/2022 09/2023
St. John's Preschool Elma NY 09/2020 06/2022
Homeschool Cowlesville NY 09/2014 06/2021
  • 05/2024 → Present
    Williamsville, NY
  • 09/2023 → 05/2024
    Alden State Bank
    Alden, NY
  • 07/2022 → 09/2023
    Tractor Supply Co.
    Alden, NY
  • 09/2020 → 06/2022
    St. John's Preschool
    Elma, NY
  • 09/2014 → 06/2021
    Homeschool
    Cowlesville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-19
  • S66 Uniform Combined State Law Examination
    2026-08-19
Other Names
  • Elizabeth Moser
  • Elizabeth Grace Hirsekorn
  • Elizabeth Hirsekorn

View on SEC IAPD

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