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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 | 2024-06-17 |
| MI | RA | APPROVED | 2023-05-18 |
Branch Locations
5440 Corporate Dr Ste 205, Troy, MI 48098 • United States
Auburn Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Americair Control | Troy | MI | 01/2012 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2017 | 12/2022 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 09/2018 | 12/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2020 | 12/2022 |
| The Burzynski Group | Troy | MI | 12/2022 | 04/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2023 | 04/2023 |
| Ameriprise Financial Services, Llc | Troy | MI | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-11 |
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