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AMERIPRISE FINANCIAL SERVICES, LLC

707 2nd Avenue South
Minneapolis, Minnesota 55402
Tel: 612-671-3131

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About AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC, formally registered with the SEC as AMERIPRISE FINANCIAL SERVICES, LLC. The firm was established in 12/05/1986. They have over 154 offices throughout the country.

AMERIPRISE FINANCIAL SERVICES, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $414,380,098,355 assets under management, offering retirement planning & investment advisory services to 1953584 clients. The firm is staffed with 14187 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#6363
SEC#801-28543
Assets Managed by Firm$414,380,098,355
No. of Clients1953584
No. of Advisors14187

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1953584$414,380,098,355
Individuals (other than high net worth individuals)1096994$253,197,055,282
High net worth individuals86603$152,733,095,087
Pension and profit sharing plans6522$3,204,064,173
Charitable organizations2123$2,003,033,223
Corporations or other businesses3056$2,343,733,723

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