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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-07-31 |
| OH | RA | APPROVED | 1999-12-10 |
Branch Locations
137 W 3Rd St, Perrysburg, OH 43551 • United States
Perrysburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Toledo | OH | 06/1999 | 03/2020 |
| Ameriprise Financial Services, Llc | Perrysburg | OH | 03/2020 | Present |
Business Ownership; CKCW, LTD; Co Owner; Pass through to pay Non licensed employees, expenses and rent; 137 W 3rd St., , Perrysburg, OH, 43551; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours / FPGP, Inc.; You are permitted to establish a legal entity (e.g., LLC, S Corp, Personal Service Corporation) to support your practice or team (i.e. manage the day-to-day operations and expenses of your practice or team).; You are permitted to establish a legal entity (e.g., LLC, S Corp, Personal Service Corporation) to support your practice or team (i.e. manage the day-to-day operations and expenses of your practice or team).; 137 W 3rd St., , Perrysburg, OH, 43551; Not Investment-Related; 10/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / COW2021, LLC; Owner; You are permitted to establish a legal entity (e.g., LLC, S Corp, Personal Service Corporation) to support your practice or team (i.e. manage the day-to-day operations and expenses of your practice or team).; 137 W Third St., , Perrysburg, OH, 43551; Investment-Related; 12/11/2020; 1 to 9 hours per month; 0 during trading hours / FPG Partners, LLC; Owner; You are permitted to establish a legal entity (e.g., LLC, S Corp, Personal Service Corporation) to support your practice or team (i.e. manage the day-to-day operations and expenses of your practice or team).; 137 W. Third St., , Perrysburg, OH, 43551; Investment-Related; 11/04/2022; 1 to 9 hours per month; 0 during trading hours / Quinn's Tax Service, LLC.; Co-owner; Tax Preparation; 1307 S. Main Street , Suite A, Chelsea, MI, 48118; Not Investment-Related; 07/01/2025; 0 hours per month; 0 during trading hours. Outside Employment; COW2021, LLC; Owner - Owner; ; 137 W 3rd St., , Perrysburg, OH, 43551; Investment-Related; 12/11/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-30 |
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