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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
GA RA APPROVED 2024-03-21
MN RA APPROVED 2024-03-18
  • GA RA
    APPROVED
    Since 2024-03-21
  • MN RA
    APPROVED
    Since 2024-03-18

Branch Locations

11671 Fountains Dr Ste 215, Maple Grove, MN 55369 • United States

White, GA • 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
Lpl Financial Llc Dallas GA 02/2018 12/2023
Kennesaw State University Kennesaw GA 08/2014 05/2018
Main Street Advisors Dallas GA 02/2018 12/2023
Ameriprise Financial Services, Llc Maple Grove MN 02/2024 Present
Previous Registrations
Other Businesses

Outside Employment; PASJ LLC; Registered Team Member- Staff; Manage advisory business; 11671 Fountains Drive N., , Maple Grove, MN, 55369; Not Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-08
  • S63 Uniform Securities Agent State Law Examination
    2021-03-08
Designations
  • Certified Financial Planner
Other Names
  • Crystal Jackson
  • Crystal Brooke Thomas
  • Crystal Brooke Jackson

View on SEC IAPD

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