American Enterprise Investment Services Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
454
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 recorded as a corporate investment-services entity with domestic/individual ownership and is classified in the dataset as "unclassified." Publically available records provide only limited detail about the firm's product suite, client segments, fee arrangements, or specific advisory activities. The dataset flags that the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is likewise not listed as a multi-state adviser or a newly formed adviser, and it is not identified as a pension consultant or a related adviser. Several operational fields (client base, fee structure, business and advisory activities, and affiliations) are not disclosed in the record.

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
  • Russell Price

    Russell Price

    Chief EconomistCRD 2681755

  • Joseph Gerdes

    Joseph Gerdes

    SVP, COOCRD 2391989

  • Richard Sheehan

    Richard Sheehan

    VP, Chief Compliance OfficerCRD 3096567

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Contacts

3 of 449
  • Ryan O'keefe

    Ryan O'keefe

    RVP - Wealth Management ConsultantCRD 5746094

  • Joseph Gibas

    DirectorCRD 5164384

  • Nickolas LaPlante

    Nickolas LaPlante

    Vice PresidentCRD 5170883

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth