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Louis Boos

Ameriprise Financial Services, LLC

Charlotte, NC

Charlotte, NC

CRD 7751031

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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
TX RA APPROVED_RES 2025-11-23
NC RA APPROVED 2025-10-16
MN RA APPROVED 2023-10-02
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • NC RA
    APPROVED
    Since 2025-10-16
  • MN RA
    APPROVED
    Since 2023-10-02

Branch Locations

Charlotte, NC • United States

300 S Tryon St, Charlotte, NC 28202 • 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 Charlotte NC 06/2023 Present
Eagan High School Eagan MN 09/2015 06/2019
University Of Mankato Mankato MN 06/2019 05/2023
Inver Wood Golf Course Eagan MN 05/2017 09/2018
City Of Inver Grove Heights Inver Grove Heights MN 05/2020 08/2020
Spring Touch Lawn And Pest Control Saint Peter MN 05/2021 09/2022
Aflac Eagan MN 05/2022 08/2022
  • 06/2023 → Present
    Ameriprise Financial Services, Llc
    Charlotte, NC
  • 09/2015 → 06/2019
    Eagan High School
    Eagan, MN
  • 06/2019 → 05/2023
    University Of Mankato
    Mankato, MN
  • 05/2017 → 09/2018
    Inver Wood Golf Course
    Eagan, MN
  • 05/2020 → 08/2020
    City Of Inver Grove Heights
    Inver Grove Heights, MN
  • 05/2021 → 09/2022
    Spring Touch Lawn And Pest Control
    Saint Peter, MN
  • 05/2022 → 08/2022
    Aflac
    Eagan, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15
Other Names
  • Louis Boos

View on SEC IAPD

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