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Paul David Ambrosini

Investment Adviser Representative at Ameriprise Financial Services, LLC

Itasca, ILCRD #2299241Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul David Ambrosini is an investment adviser representative with Ameriprise Financial Services, LLC in Itasca, IL, where they have been registered since 2021. They have worked in the securities industry since 2006 and have been registered with 6 firms, including H. BECK, Inc. and Ameriprise Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.

Office

2 Pierce Place Ste 1700
Itasca, IL 60143

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
1 state or territory

Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/31/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 10/1/1993
SIE
Securities Industry Essentials Examination
Passed 9/26/2018
Series 7
General Securities Representative Examination
Passed 8/4/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Ameriprise Financial Services, LLCCurrent
6/10/2021 – Itasca, IL
Ameriprise Financial Services, LLCCurrent
6/10/2021 – Wadsworth, IL
H. BECK, Inc.
2/5/2020 – 3/10/2020Oak Brook Terrace, IL
Ameriprise Financial Services, Inc.
7/31/2018 – 9/26/2018Elm Grove, WI
SGL Financial, LLC
1/16/2018 – 5/8/2018Buffalo Grove, IL
Ameriprise Financial Services, Inc.
4/28/2015 – 1/5/2018Chicago, IL
Champion Advisory Services, Inc
1/20/2015 – 5/4/2015Arlington Hts, IL
Firstmerit Advisors, Inc.
9/4/2012 – 2/12/2013Akron, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameriprise Financial Services, Inc.
    Apr 2015 – Jan 2018Chicago, IL
  2. SGL Financial, LLC
    Jan 2018 – May 2018Buffalo Grove, IL
  3. Ameriprise Financial Services, Inc.
    Jul 2018 – Sep 2018Elm Grove, WI
  4. H. Beck, Inc.
    Jan 2020 – Mar 2020Rockville, MD
  5. Self Employed
    Oct 2018 – Dec 2019Wads Worth, IL
  6. Self Employed
    Mar 2020 – Jun 2021Wadsworth, IL
  7. Ameriprise Financial Services, LLC
    Jun 2021 – no end date reportedSchaumburg, IL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Ameriprise Financial Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12,969
Offices listed on AdvisorFinder:
26
Main office:
Minneapolis, MN
SEC file number:
801-28543

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Ameriprise Financial Services, LLC

Showing 12 of 12,969 in the directory

View Ameriprise Financial Services, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul David Ambrosini has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Paul David Ambrosini (Ameriprise Financial Services)