Aiden Castle

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
CT	RA	APPROVED	2026-05-08

CT RA
APPROVED

Since 2026-05-08

Branch Locations

South Windsor, CT • United States

3513 Concord Pike Ste 1000, Wilmington, DE 19803 • 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	Wilmington	DE	06/2024	Present
Sweet Frog	Manchester	CT	08/2019	12/2022
South Windsor High School	South Windsor	CT	11/2014	06/2020
University Of Delaware	Newark	DE	09/2020	05/2024

06/2024 → Present

Ameriprise Financial Services, Llc

Wilmington, DE
08/2019 → 12/2022

Sweet Frog

Manchester, CT
11/2014 → 06/2020

South Windsor High School

South Windsor, CT
09/2020 → 05/2024

University Of Delaware

Newark, DE

Other Businesses

Outside Employment; Kimberlee M O, LLC; I am Kimberlee Orth's assistant. I help place trades and other back-office responsibilities.; I work for Orth Financial Group with is a franchise of Ameriprise Financial Services. Kimberlee Orth is the CEO of Orth Financial Group.; 3513 Concord PIke, , Wilmington , DE, 19801; Investment-Related; 06/17/2024; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-02

S66 Uniform Combined State Law Examination

2026-05-02

Other Names

Aiden Castle

View on SEC IAPD