American Enterprise Investment Services Inc.
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 26506
- Registered since
- July 6, 1990
- Website
- www.ameriprise.com
Firm profile
FINTRXOverview
American Enterprise Investment Services Inc. is organized as a corporation and appears to be SEC-registered since 1990. The ownership is recorded as a combination of a domestic entity and an individual. The firm’s regulatory classification is listed as unclassified. The dataset records several negative flags that narrow how the firm presents itself: it is not identified as a capital allocator, is not marked as an active ESG investor, is not flagged as a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The source material does not disclose the firm’s fee model, specific advisory services, investment strategies, client types, or portfolio management approach, so there is no public detail on how the firm structures client relationships or constructs portfolios.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Russell Price
Chief EconomistCRD 2681755

Joseph Gerdes
SVP, COOCRD 2391989

Richard Sheehan
VP, Chief Compliance OfficerCRD 3096567
Contacts
3 of 448
Ryan O'keefe
RVP - Wealth Management ConsultantCRD 5746094
Joseph Gibas
DirectorCRD 5164384

Nickolas LaPlante
Vice PresidentCRD 5170883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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