American Enterprise Investment Services Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
459
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 shows an SEC registration date of 1990. The firm is listed with an ownership structure tied to a domestic entity and an individual and is classified in FINTRX as "Unclassified." Filings indicate the firm is not designated as a capital allocator, does not self-identify as an active ESG investor, and is not recorded as a pension consultant or a related adviser. The FINTRX snapshot leaves several typical operating-role fields blank (client types, fee model, specific advisory activities), so publicly available profile detail on service lines and investment mandate is limited. The record also marks the firm as not a multi-state adviser, a point that contrasts with its reported office footprint (see Location & Offices).

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Brett Flansburg

    Brett Flansburg

    Chief of StaffCRD 3179474

  • Joseph Gerdes

    Joseph Gerdes

    SVP, COOCRD 2391989

  • Anthony Saglimbene

    Anthony Saglimbene

    Chief Market StrategistCRD 4154641

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Contacts

3 of 454
  • Debra Lucke

    Debra Lucke

    Registered RepresentativeCRD 2006705

  • Lisa Wykert

    Registered RepresentativeCRD 5132497

  • David Hope

    David Hope

    Senior ManagerCRD 6129726

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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