AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
463
Avg account
$0

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
26506
Registered since
July 6, 1990

Firm profile

FINTRX

Overview

American Enterprise Investment Services Inc. is organized as a corporation and has been registered with the SEC since 1990. The regulatory profile identifies ownership as a mix of a domestic entity and an individual and classifies the adviser as unclassified. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser, a pension consultant, or a related adviser in the available snapshot. The firm has not provided public detail about its advisory activities, client segments, or fee arrangements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Brett Flansburg

    Chief of StaffCRD 3179474

  • JOSEPH GERDES

    SVP, COOCRD 2391989

  • ANTHONY SAGLIMBENE

    Chief Market StrategistCRD 4154641

Unlock 1 more executives

Contacts

3 of 459
  • Debra Lucke

    Registered RepresentativeCRD 2006705

  • LISA WYKERT

    Registered RepresentativeCRD 5132497

  • David Hope

    Senior ManagerCRD 6129726

Unlock 456 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
901 3rd Ave S
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth