American Enterprise Investment Services Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
462
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 appears in FINTRX as an SEC-registered entity with an initial registration year of 1990. Ownership is recorded as a mix of a domestic entity and an individual. The snapshot classifies the firm as "unclassified" and flags several negative-or-none attributes: it is not listed as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX provides very little detail about how the firm operates: business activities, advisory offerings, client segments, and fee arrangements are not disclosed in the snapshot. The available attributes suggest a limited public footprint in the data source rather than a description of specific product lines or investment strategies.

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

    Brett Flansburg

    Chief of StaffCRD 3179474

  • Joseph Gerdes

    Joseph Gerdes

    SVP, COOCRD 2391989

  • Anthony Saglimbene

    Anthony Saglimbene

    Chief Market StrategistCRD 4154641

Unlock 1 more executives

Contacts

3 of 458
  • Debra Lucke

    Debra Lucke

    Registered RepresentativeCRD 2006705

  • Lisa Wykert

    Registered RepresentativeCRD 5132497

  • David Hope

    David Hope

    Senior ManagerCRD 6129726

Unlock 455 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