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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_RES 2007-10-12
VA RA APPROVED 1999-08-27
  • TX RA
    APPROVED_RES
    Since 2007-10-12
  • VA RA
    APPROVED
    Since 1999-08-27

Branch Locations

3908 Springfield Rd, Glen Allen, VA 23060 • United States

Henrico, VA • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Glen Allen VA 09/2005 03/2020
Ameriprise Financial Services, Llc Glen Allen VA 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 505 N Boulevard #14 Richmond, VA 23220, ,; ; 02/01/2005 / Commercial; 3908 Springfield Rd Glen Allen, VA 23060, ,; Not Investment-Related; 11/15/2017 / Single Family; 6757 N Grand Brook Circle, , Richmond, VA, 23225; Not Investment-Related; 11/03/2021. Business Ownership; Greenstreet Rentals LLC; ; Rental Property; 22 W Glenbrooke Circle Henrico VA 23229, ,; Not Investment-Related; 02/01/2005; 1 to 9 hours per month; 0 during trading hours / BSP Offices LLC; ; Rental Property; 3908 Springfield Rd Glen Allen, VA 23060, ,; Not Investment-Related; 11/15/2017; 1 to 9 hours per month; 0 during trading hours / Benjamin S Page, INC; ; S Corporation to manage the employee, real estate, marketing, administration and other costs of my practice; 3908 Springfield Road Glen Allen, VA 23060, ,; Not Investment-Related; 02/15/2009; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-12
  • S66 Uniform Combined State Law Examination
    1999-08-12
Designations
  • Certified Financial Planner
Other Names
  • Ben Page

View on SEC IAPD

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