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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 |
|---|---|---|---|
| FL | RA | APPROVED | 1999-03-15 |
Branch Locations
601 N New York Ave Ste 211, Winter Park, FL 32789 • United States
Lake Mary, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Winter Park | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Winter Park | FL | 03/2020 | Present |
Board of Directors; Basecamp Childrens Cancer Foundation Board of Directors; Board of Directors; Basecamp Childrens Cander Foundation, 650 N. Wymore Rd. Suite #103, Winter park , FL, 32789; Not Investment-Related; 09/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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