American Enterprise Investment Services Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
455
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 has been SEC-registered since 1990. FINTRX classifies ownership as a combination of a domestic entity and an individual, and lists the firm's classification as unclassified. The snapshot flags several operational attributes: the firm is not identified as a capital allocator, is not active on ESG investing, is not a multi-state adviser, is not newly formed, and does not act as a pension consultant or a related adviser. FINTRX does not provide descriptions of the firm's advisory activities, fee schedule, or client segments in the available record.

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

FINTRX

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 450
  • 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

FINTRX

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