American Enterprise Investment Services Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
456
Avg account
$0

Firm details

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

Firm profile

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Overview

American Enterprise Investment Services Inc. is organized as a corporation and has been SEC-registered since 1990. Public records identify the owner type as a domestic individual and list the firm's regulatory classification as unclassified. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not reported as serving in a pension consultant role or as a related adviser. The firm has provided little additional detail about its advisory or business activities in the source data, so its client-facing services and investment approach are not described in the available records.

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 451
  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth