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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 | 2025-03-21 |
| KY | RA | APPROVED | 2025-03-05 |
Branch Locations
Fort Wright, KY • United States
Fort Wright, KY • United States
130 Dudley Pike Ste 250, Edgewood, KY 41017-4312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Edgewood | KY | 12/2023 | Present |
| 1St National Bank | Mason | OH | 01/2022 | 12/2023 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 08/2022 |
| Ryle High School | Union | KY | 05/2014 | 05/2018 |
| Papa Johns | Florence | KY | 05/2016 | 08/2018 |
Business Ownership; A.J. Properties L.L.C.; Owner; Real Estate; 29 Rio Grande Apt 3, , Florence, KY, 41042; Not Investment-Related; 10/29/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Instill LLC; Associate Financial Advisor; Manage advisory business; 130 Dudley Pike Suite 250, , Edgewood, KY, 41017; Investment-Related; 04/24/2025; 60 hours per month; 60 during trading hours / Papa Johns; In-Store Worker; Retail; 8402 US-42, , Florence, KY, 41042; Not Investment-Related; 10/31/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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