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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 | 2026-06-26 |
Branch Locations
North Highlands, CA • United States
7956 California Ave, Fair Oaks, CA 95628-7141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | No Highlands | CA | 06/2019 | 10/2020 |
| Oracle Portfolio Management | Sacramento | CA | 01/2010 | 06/2019 |
| Raymond James Financial Services Inc | El Dorado Hills | CA | 10/2020 | 02/2025 |
| Ameriprise Financial Services, Llc | Fair Oaks | CA | 07/2025 | Present |
| Unemployed | Sacramento | CA | 02/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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