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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 | 2026-06-17 |
Branch Locations
1414 Main St Ste 1800, Springfield, MA 01144-7067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 12/2021 | 04/2023 |
| Trustage | Waverly | IA | 05/2023 | 05/2024 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2023 | 06/2024 |
| Summer House | Southwick | MA | 02/2018 | 12/2021 |
| Full Time Education | Westfield | MA | 01/2012 | 01/2018 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 06/2024 | Present |
Business Ownership; Saltwash Painting Co. LLC; Owner; Part-time residential/commercial interior & exterior painting business; 14 Cherry Street, , Westfield, MA, 01085; Not Investment-Related; 05/11/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-18 |
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