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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
MN RA APPROVED 2025-04-04
  • MN RA
    APPROVED
    Since 2025-04-04

Branch Locations

Chanhassen, MN • United States

333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • 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 Minneapolis MN 04/2023 Present
Ciee Barcelona Barcelona 01/2023 04/2023
Informdata Chanhassen MN 05/2022 12/2022
University Of Wisconsin-Madison Madison WI 08/2020 05/2024
Target Waconia MN 10/2018 01/2024
Goodwill Chaska MN 05/2018 12/2018
Chanhassen High School Chanhassen MN 09/2016 06/2020
  • 04/2023 → Present
    Minneapolis, MN
  • 01/2023 → 04/2023
    Ciee Barcelona
    Barcelona
  • 05/2022 → 12/2022
    Informdata
    Chanhassen, MN
  • 08/2020 → 05/2024
    University Of Wisconsin-Madison
    Madison, WI
  • 10/2018 → 01/2024
    Target
    Waconia, MN
  • 05/2018 → 12/2018
    Goodwill
    Chaska, MN
  • 09/2016 → 06/2020
    Chanhassen High School
    Chanhassen, MN
Other Businesses

Outside Employment; Heritage Wealth Advisors LLC; Registered staff employee; Manage advisory business; 333 S 7th St, Suite 1960, Minneapolis, MN, 55402; Investment-Related; 09/20/2024; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-02
  • S66 Uniform Combined State Law Examination
    2025-04-02
Other Names
  • Zach Wilder
  • Zachary Wilder

View on SEC IAPD

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