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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2000-08-14 |
Branch Locations
5600 Clearfork Main St Ste 460, Fort Worth, TX 76109 • United States
Fort Worth, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Worth | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Worth | TX | 03/2020 | Present |
Business Ownership; Keystone Consulting; Owner; Consulting; 3701 Wosley Dr, , fort worth, TX, 76133; Not Investment-Related; 10/01/2025; 10 to 19 hours per month; 0 during trading hours / Campbell Digital Strategies; Owner; Drop shipping high-ticket items; 3701 Wosley Dr, , fort worth, TX, 76133; Not Investment-Related; 02/27/2026; 10 to 19 hours per month; 0 during trading hours / Clearfork Wealth Management, LLC.; Co-owner; AMP Franchise; 5600 clearfork main st. #460, , Fort Worth, TX, 76109; Investment-Related; 10/08/2012; 60 hours per month; 60 during trading hours. Outside Employment; Clearfork Wealth Management, LLC; Co-owner; Manage advisory business; 5600 clearfork main st. #460, , Fort Worth, TX, 76109; Investment-Related; 10/08/2012; 60 hours per month; 60 during trading hours. Other Business Activities; What Changed Everything; I would like to start a podcast. I know two advisors, Shawn D. Smith (who is on our team) and John Kuttin both have them. Like them, this podcast will be an OBA and will have no mention of our business, Ameriprise, or our clients. The podcast is targeted at HNW business owners/CEOs, business owner advisors (CPAs, Attys, leadership coaches, M&A advisors, exit planners, business brokers, etc.) about: The decisions that unlocked transformation in the business by the CEO, and how it changed them as well Common challenges the advisory people see in businesses trying to unlock transformation The best advice they received that had the most impact on them as a leader The purpose is to explore topics I am passionate about. I expect this will also make me a better business builder/owner and leader.; 3701 Wosley Dr, , Fort Worth, TX, 76133; Not Investment-Related; 10/01/2026; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-08 |
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