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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
PA RA APPROVED 2025-11-17
  • PA RA
    APPROVED
    Since 2025-11-17

Branch Locations

1104 Million Dollar Hwy, Saint Marys, PA 15857-2728 • 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
Cnb Bank Dubois PA 08/2021 Present
Securities America, Inc. Clearfield PA 07/2023 06/2024
Clarion University Of Pennsylvania Clarion PA 05/2017 05/2021
Saint Mary's Auto Body St Marys PA 05/2016 05/2017
St. Marys Area High School St Marys PA 05/2013 05/2017
United States Department Of Agriculture Carlise PA 05/2017 08/2021
Osaic Wealth, Inc. Clearfield PA 06/2024 11/2025
Ameriprise Financial Services, Llc Saint Marys PA 11/2025 Present
  • 08/2021 → Present
    Cnb Bank
    Dubois, PA
  • 07/2023 → 06/2024
    Securities America, Inc.
    Clearfield, PA
  • 05/2017 → 05/2021
    Clarion University Of Pennsylvania
    Clarion, PA
  • 05/2016 → 05/2017
    Saint Mary's Auto Body
    St Marys, PA
  • 05/2013 → 05/2017
    St. Marys Area High School
    St Marys, PA
  • 05/2017 → 08/2021
    United States Department Of Agriculture
    Carlise, PA
  • 06/2024 → 11/2025
    Clearfield, PA
  • 11/2025 → Present
    Saint Marys, PA
Previous Registrations
Other Businesses

Business Ownership; Six Point Studios LLC; Owner; Publishing Company; Online Applications; 125 Terrace Rd, , Saint Marys, PA, 15857; Not Investment-Related; 02/09/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CNB; Financial Advisor; Manage advisory business; 1 S 2ND STREET, , Clearfield, PA, 16830; Investment-Related; 11/17/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
S63 Uniform Securities Agent State Law Examination 2023-09-29
  • S66 Uniform Combined State Law Examination
    2025-03-21
  • S63 Uniform Securities Agent State Law Examination
    2023-09-29
Other Names
  • Dylan D. Mancuso

View on SEC IAPD

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