American Enterprise Investment Services Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
—
Advisory reps
453
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 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

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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
  • 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 448
  • 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

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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