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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 | 2025-10-23 |
Branch Locations
2830 N Fm 565 Rd Ste 600, Mont Belvieu, TX 77523-5075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 08/2020 |
| Lamar University - Small Business Development Center | Beaumont | TX | 01/2016 | 01/2018 |
| Ameriprise Financial Services, Llc | Mont Belvieu | TX | 04/2025 | Present |
| Classic Forms And Products | Nederland | TX | 08/2020 | 01/2025 |
| Sanel Llc | Nederland | TX | 01/2025 | 04/2025 |
Board of Directors; Cornerstone Church; Finance Committee Member; 1123 Canal Ave, , Neder, TX, 77627; Not Investment-Related; 04/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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