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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-20 |
| TX | RA | APPROVED | 2010-05-05 |
| WI | RA | APPROVED | 1989-01-13 |
Branch Locations
401 2Nd St N Ste 102, La Crosse, WI 54601 • United States
2001 2Nd St Sw Ste 115, Rochester, MN 55902 • United States
La Crescent, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | La Crosse | WI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | La Crosse | WI | 03/2020 | Present |
Business Ownership; Beacon Tax Partners; Co-owner; Tax Preparation; 401 2nd St N, Suite 102, La Crosse, WI, 54601; Not Investment-Related; 07/08/2025; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; Wings for Widows - Volunteer Coach; Serve the widowed community by providing pro-bono financial coaching to help new widows make informed decisions and improve their financial situation.; 290 Peavey Rd, , Wayzata, MN, 55391; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-15 |
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