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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-01 |
Branch Locations
175 N Patrick Blvd Ste 100, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Brookfield | WI | 06/2023 | Present |
| Byline Bank | Brookfield | WI | 06/2022 | 01/2023 |
| Menards | Burlington | WI | 06/2021 | 04/2022 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 08/2019 | 05/2023 |
| Waterford School District | Waterford | WI | 09/2006 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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