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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 151 offices throughout the country.

AMERIPRISE FINANCIAL SERVICES, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $479,793,782,427 assets under management, offering retirement planning & investment advisory services to 2284921 clients. The firm is staffed with 13903 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#6363
SEC#801-28543
Assets Managed by Firm$479,793,782,427
No. of Clients2284921
No. of Advisors13903

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (ASSET ALLOCATION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total2284921$479,793,782,427
Individuals (other than high net worth individuals)1134264$249,835,107,731
High net worth individuals116610$219,098,760,507
Pension and profit sharing plans6934$4,043,300,070
Charitable organizations2236$2,372,969,115
Corporations or other businesses3083$3,292,349,091

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