Adam Solon

Ameriprise Financial Services, LLC

White Bear Township, MN

White Bear Lake, MN

CRD 7854534

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-24
MN	RA	APPROVED	2024-09-27

TX RA
APPROVED

Since 2026-04-24
MN RA
APPROVED

Since 2024-09-27

Branch Locations

White Bear Township, MN • United States

4637 White Bear Pkwy, White Bear Lake, MN 55110 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	White Bear Lake	MN	01/2024	Present
Diversified Real Estate Services	Minneapolis	MN	01/2023	12/2023
Nova Classical Academy	St. Paul	MN	05/2014	05/2019
Gustavus Adolphus College	St. Peter	MN	05/2019	12/2022

01/2024 → Present

Ameriprise Financial Services, Llc

White Bear Lake, MN
01/2023 → 12/2023

Diversified Real Estate Services

Minneapolis, MN
05/2014 → 05/2019

Nova Classical Academy

St. Paul, MN
05/2019 → 12/2022

Gustavus Adolphus College

St. Peter, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-27

S66 Uniform Combined State Law Examination

2024-09-27

View on SEC IAPD

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