Charles Crowley

Financial advisor at Ameriprise Financial Services, LLC · West Des Moines, IA

Last updated 2026-10-10

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Charles Crowley is a financial advisor at Ameriprise Financial Services, LLC in West Des Moines, IA, CRD 7608246. Licenses and exams on the registration: Series 66. IAPD registration began 2022-12-19.

Registration

CRD number
7608246
Registration status
Active
IAPD registration
2022-12-19
Industry Experience
3 years
Work Experience
14 years
States registered
IA, TX

Licenses and exams

  • Series 66

Work history

  • 2022-08 to 2025-08 · Morgan Stanley Smith Barney LLC · West Des Moines, IA
  • 2012-01 to 2017-06 · Valley High School · West Des Moines, IA
  • 2017-08 to 2021-12 · Iowa State University · West Des Moines, IA
  • 2022-01 to 2022-07 · Rsm · Des Moines, IA
  • 2025-09 to Present · Ameriprise Financial Services, LLC · West Des Moines, IA

Current employment

SEC IAPD record for Charles Crowley

Ameriprise Financial Services, LLC

Regulatory AUM
$660,474,421,776
Registered advisors
12,966
Offices
7,819
Clients per advisor
106.9 (Moderate)
Average AUM per client
$476.4K (Low)
High-net-worth client ratio
13.3% (Low)

Ameriprise Financial Services, LLC: advisors, services and reported ETF investments

About

Charles Crowley is a financial advisor at Ameriprise Financial Services, LLC in West Des Moines, IA. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 14 years of reported work history. Reported roles include Morgan Stanley Smith Barney LLC, Rsm, Iowa State University, Valley High School.

SEC disclosures list additional business and community activities: Outside Employment; Urbandale High School; Coach Basketball; Coach Hs Basketball; 7111 Aurora Ave.

Ameriprise Financial Services, LLC's firm-level Form ADV reports 12,966 advisors across 7,819 offices; approximately 106.9 clients per advisor, average assets per client of $476,420, and regulatory AUM of $660.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Ameriprise Financial Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

1080 Jordan Creek Pkwy Ste 140n, West Des Moines, IA 50266

11 advisors at this office.

Ameriprise office in West Des Moines, IA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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