Best Investors Account Sign in
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
HI RA APPROVED 2024-04-04
TX RA APPROVED 2010-07-21
FL RA APPROVED 2009-03-19
  • HI RA
    APPROVED
    Since 2024-04-04
  • TX RA
    APPROVED
    Since 2010-07-21
  • FL RA
    APPROVED
    Since 2009-03-19

Branch Locations

5701 Main St, New Port Richey, FL 34652 • United States

Wailuku, HI • United States

Indian Harbour Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Orlando FL 02/2009 03/2020
Ameriprise Financial Services, Llc New Port Richey FL 03/2020 Present
Previous Registrations
Other Businesses

Business Ownership; Category LLC; Owner; 135 Aviation Certificate; 641 Luahoana Place, , Wailuku, HI, 96793; Not Investment-Related; 02/27/2026; 10 to 19 hours per month; 1 to 9 during trading hours / S-Turns LLC; Aviation related activities.; This is a state of Florida limited liability company.; 641 Luahoana Place, , Wailuku, HI, 96793; Not Investment-Related; 09/13/2021; 10 to 19 hours per month; 0 during trading hours / Gulf2Bay Enterprises Inc.; Managing director; Administrative Support.; 5701 Main Street, , New Port Richey, FL, 34652; Not Investment-Related; 06/05/2019; 1 to 9 hours per month; 60 during trading hours. Outside Employment; Gulf2Bay Enterprises Inc.; CEO - Managing Director; ; 151 107th Ave., suite 1Treasure Island, FL 33706, ,; Not Investment-Related; 06/05/2019; 60 hours per month; 10 to 19 during trading hours / Certainty of the Uncertainty, LLC; Employee of legal entity; compensation received from an advisor owned entity established to manage the practice.; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-06-15
  • S63 Uniform Securities Agent State Law Examination
    2005-06-15
Designations
  • Certified Financial Planner
Other Names
  • Rudy Molnar

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New Port Richey, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor