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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
TX RA APPROVED 2024-10-01
KS RA APPROVED 2024-05-28
  • TX RA
    APPROVED
    Since 2024-10-01
  • KS RA
    APPROVED
    Since 2024-05-28

Branch Locations

4200 W 115Th St Ste 200, Leawood, KS 66211-2729 • 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 Leawood KS 09/2018 12/2022
State Street K Force Kansas City MO 01/2018 08/2018
Dickinson Financial Kansas City MO 08/2012 12/2017
Ameritas Investment Company, Llc Lincoln NE 01/2023 01/2024
Ameriprise Financial Services, Llc Minneapolis MN 01/2024 Present
Previous Registrations
Other Businesses

Real Estate Ownership; Single Family; 4404 w 62nd terrace, , fairway, KS, 66205; Not Investment-Related; 04/14/2025.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-30
S65 Uniform Investment Adviser Law Examination 2009-01-15
S63 Uniform Securities Agent State Law Examination 2008-12-05
  • S66 Uniform Combined State Law Examination
    2024-04-30
  • S65 Uniform Investment Adviser Law Examination
    2009-01-15
  • S63 Uniform Securities Agent State Law Examination
    2008-12-05
Other Names
  • Dirk Jason Lebar
  • Dirk Lebar
  • Dirk J. Lebar

View on SEC IAPD

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