Ameriprise Financial Services, LLC

Overview

Ameriprise Financial Services, LLC is a Broker Dealer and registered investment adviser based in Minneapolis, MN, registered since 1971. It reports $66B in assets under management across 2,424,045 accounts, with 14,056 employees. Its 14,217 registered representatives work across 3,169 branch offices in 51 states.

Reported AUM

$66B

Discretionary

54%

Accounts

2,424,045

Average account

$272K

Employees

14,056

Registered reps

14,217

Branch offices

3,169

Registered since

1971

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• 11 more

Executive officers 3 of 8

• William Jerryl Williams President, Director, Chairman CRD 1954117
• Joseph Francis Gerdes Chief Operations Officer, Principal Operating Officer, Chief Operating Officer CRD 2391989
• Theodore Robert Horwith Vice President - Controller, Chief Financial Officer, Principal Financial Officer CRD 3257001

5 more executive officers, with direct contact details

Registered reps 3 of 14,217

• Stephen Mark Aaron Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2279233
• Troy A Aarthun Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4729388
• Naila Abad Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7240810

14,214 more registered reps, with emails, phones and branch locations

Location

Headquarters

901 3rd Ave S
Minneapolis, MN 55402

County

Hennepin

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Branch offices

3,169 in 51 states, including Houston, TX, Honolulu, HI and Portland, OR

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: ameriprise.com

Every state, with registration dates

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