Broker-dealer · Form D Item 12
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC (FINRA CRD 6363) is named in Item 12 of the Form D filings for 23 DST offerings with a Top1031 record, from 2009 to 2026.
- FINRA CRD
- 6363
- DST offerings
- 23
- Sponsors
- 5
- First named
- 2009
- Latest named
- 2026
- Source
- SEC Form D, Item 12
Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.
A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.
Offerings by year
| Year first filed | Offerings |
|---|---|
| 2025 | 7 |
| 2024 | 5 |
| 2023 | 2 |
| 2022 | 1 |
| 2012 | 2 |
| 2011 | 3 |
| 2010 | 1 |
| 2009 | 2 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Ares (ADREX) | 9 |
| Bluerock Value Exchange | 1 |
| Griffin Capital | 1 |
| Hines | 6 |
| Inland Private Capital | 6 |
Offerings that name Ameriprise Financial Services, LLC
Historical (23)
$590.6MDec 15, 2025
Historical
$489.6MOct 6, 2025
Historical
$199.8MMay 29, 2025
Sold out
ADREX Diversified 8 (multi-state industrial portfolio)Ares (ADREX)IndustrialSEC filing, Oct 20, 2025
$395.2MJan 24, 2025Historical
$124.7MFeb 14, 2024
Sold out
$226.4MSep 28, 2023
Historical
$223.8MMar 20, 2023
Historical
$283.9MJun 22, 2022
Historical
Lost Creek Resort at Lakewood RanchInland Private CapitalMultifamily · Bradenton, FLSEC filing, Jun 4, 2013
$22.5MNov 2, 2012Historical
$24.5MMar 1, 2012
Sold out
$14.6MOct 11, 2011
Historical
$11.8MJul 7, 2011
Historical
$7.3MJan 11, 2011
Historical
$8.6MJun 22, 2010
Historical
$47.1MMar 30, 2009
Historical
Data updated Oct 15, 2026