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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-08-07 |
| MO | RA | APPROVED | 2001-01-01 |
Branch Locations
14540 Manchester Rd, Winchester, MO 63011 • United States
Lake St Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | St Louis | MO | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Winchester | MO | 03/2020 | Present |
Real Estate Ownership; Family Farm/Ranch inherited from Mitch's Dad.; 9102 Hillsboro Road, , Valles Mines, MO, 63087; Not Investment-Related; 04/15/2022. Business Ownership; Strategic Wealth Management, LLC; Owner; Pay business expenses including staff.; 14540 Manchester Road, , St. Louis, MO, 63011; Not Investment-Related; 05/08/2014; 1 to 9 hours per month; 0 during trading hours / BarbeyBancroft Properties, LLC; Property owner; We did a 1031 exchange from 5210 Bancroft to 20400 Front Beach Road unit 41 in march of 2021; 20400 Front Beach Road, , Panama City Beach, FL, 32413; Not Investment-Related; 10/07/2016; 1 to 9 hours per month; 0 during trading hours / Barbey Manchester Properties, LLC; Owner; LLC created to own property that we rent to Barbey Wealth Management; 8 Lakeside CircleLake St. Louis, MO 63367, , Lake Saint Louis, MO, 63367; Investment-Related; 07/12/2018; 1 to 9 hours per month; 0 during trading hours / Luminary Wealth Advisory Team; Owner; Manage Ameriprise Business; 14540 Manchester Road, , Winchester, MO, 63011; Investment-Related; 09/15/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-09 |
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