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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2003-07-29 |
| NJ | RA | APPROVED | 2002-07-30 |
Branch Locations
5100 W Tilghman St Ste 211, Allentown, PA 18104 • United States
Easton, PA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Allentown | PA | 10/1987 | 03/2020 |
| Ameriprise Financial Services, Llc | Allentown | PA | 03/2020 | Present |
Real Estate Ownership; Commercial; 128 S 6th St, , Easton, PA, 18042; Not Investment-Related; 12/31/2021. Business Ownership; LeVal Logic LLC; Co-owner contributing to marketing and consulting; Consulting; 128 S 6th St, , Easton, PA, 18042; Not Investment-Related; 01/02/2019; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-11-12 |
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