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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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-06
IN RA APPROVED 2026-06-12
  • TX RA
    APPROVED
    Since 2026-07-06
  • IN RA
    APPROVED
    Since 2026-06-12

Branch Locations

Newburgh, IN • United States

1900 Hirschland Rd, Evansville, IN 47715-8249 • 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
OrganizationCityStateFromTo
Liberty Federal Credit Union Evansville IN 06/2023 Present
Liberty Federal Credit Union Evansville IN 07/2022 06/2023
Monical's Pizza Robinson IL 03/2018 05/2021
Rosati's Pizza Robinson IL 05/2021 09/2023
Oblong High School Oblong IL 08/2016 05/2020
Lpl Financial Llc Evansville IN 06/2024 06/2026
Ameriprise Financial Services, Llc Evansville IN 06/2026 Present
  • 06/2023 → Present
    Liberty Federal Credit Union
    Evansville, IN
  • 07/2022 → 06/2023
    Liberty Federal Credit Union
    Evansville, IN
  • 03/2018 → 05/2021
    Monical's Pizza
    Robinson, IL
  • 05/2021 → 09/2023
    Rosati's Pizza
    Robinson, IL
  • 08/2016 → 05/2020
    Oblong High School
    Oblong, IL
  • 06/2024 → 06/2026
    Evansville, IN
  • 06/2026 → Present
    Evansville, IN
Previous Registrations
Other Businesses

Outside Employment; Liberty Wealth Services; Financial Advisor; Financial Advisor; 1900 Hirschland Rd, , Evansville, IN, 47715; Investment-Related; 06/15/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
  • S66 Uniform Combined State Law Examination
    2025-11-17
Other Names
  • Mackenzi Eryn Mcintosh
  • Mackenzi Mcintosh

View on SEC IAPD

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