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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-12 |
Branch Locations
6405 Century Ave., Ste. 203, Middleton, WI 53562-2200 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | 07/2024 |
| Ameriprise Financial Services, Llc | Middleton | WI | 07/2024 | Present |
Business Ownership; Century Partners of WI LLC; Owner; Manage Ameriprise Business; 6405 Century Avenue, Unit 203, Middleton, WI, 53562; Investment-Related; 07/12/2024; 0 hours per month; 0 during trading hours / Military Ridge Retreat, LLC; Member; Real Estate Holding Company; 3158 K AND R RD, , MOUNT HOREB, WI, 53572; Not Investment-Related; 05/06/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Century Avenue Condo Association; Secretary; 6405 Century Avenue, , Middleton, WI, 53562; Not Investment-Related; 07/01/2010; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-24 |
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