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 is listed as having registered with the SEC in 1990. Ownership is identified as a combination of a domestic entity and an individual. The firm is recorded as "Unclassified" in the snapshot data and is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The FINTRX entry for the firm contains limited detail about business lines, advisory activities, client types, or fee arrangements. That absence of operational detail makes it difficult to characterize the firm's target clients or how it positions its investment services within the broader wealth management market.

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 450
  • 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