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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-07 |
Branch Locations
740 Springdale Drive Ste 205, Exton, PA 19341-2835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Newtown Square | PA | 01/2024 | 08/2026 |
| Massmutual Life Insurance Co | Newtown Square | PA | 01/2024 | 08/2026 |
| Careercaddy | West Chester | PA | 03/2021 | 10/2022 |
| Applebrook Golf Club | Malvern | PA | 04/2016 | 08/2026 |
| Green Construction Company | West Chester | PA | 05/2020 | 07/2020 |
| Mercato Ristorante | West Chester | PA | 01/2022 | 05/2022 |
| Temple University | Philadelphia | PA | 08/2018 | 12/2021 |
| West Chester B. Reed Henderson High School | West Chester | PA | 09/2013 | 06/2017 |
| Ameriprise Financial Services Llc | Exton | PA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
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