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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-02 |
| MD | RA | APPROVED | 2014-02-06 |
| PA | RA | APPROVED | 2003-07-14 |
Branch Locations
112 N Washington St, Havre De Grace, MD 21078-3010 • United States
107 W State St, Kennett Square, PA 19348 • United States
Cochranville, PA • 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. | Kennett Square | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Kennett Square | PA | 03/2020 | Present |
Business Ownership; Martin Financial Consulting Group LLC; ; Consulting; 107 w state st, Kennett square, PA 19348, ,; Investment-Related; 01/13/2016; 60 hours per month; 60 during trading hours / 502 Alliance St HDG LLC; ; LLC for investment property; 502 alliance st, HDG MD 21078, ,; Not Investment-Related; 01/02/2017; 1 to 9 hours per month; 0 during trading hours / 612 E Cypress St KSQ LLC; manager; investment property for rental income; 52 wheatsheaf ln, Cochranville, PA 19330, ,; Not Investment-Related; 09/26/2018; 1 to 9 hours per month; 0 during trading hours / marion's room; ; retail space required by borough of Kennett Square; 107 w state st, kennett square, PA, ,; Not Investment-Related; 02/20/2005; 0 hours per month; 0 during trading hours / 112 N Washington St HDG LLC; ; LLC of property I own; 112 N Washington St HDG MD 21078, ,; Not Investment-Related; 10/01/2016; 1 to 9 hours per month; 0 during trading hours / M-Cubed REalty, LLC; owner, manager; not those types of businesses listed. llc; 52 wheatsheaf, , cohranville, PA, 19330; Not Investment-Related; 02/01/2005; 1 to 9 hours per month; 0 during trading hours / 413-415 Revolution St HDG LLC; landlord/property owner; investment property for rental income; 52 whjeatsheaf ln, , cochrancille, PA, 19330; Not Investment-Related; 09/01/2017; 1 to 9 hours per month; 0 during trading hours / MOre Real Estate LLC; Owner; Real Estate; 52 wheatsheaf lane, , cochranville, PA, 19330; Not Investment-Related; 06/02/2022; 1 to 9 hours per month; 0 during trading hours / MMVP Real Estate LLC; Owner; Real Estate; 52 Wheatsheaf Lane, Cochranville, PA, USA, , Cochranville, PA, 19330; Not Investment-Related; 11/29/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS (NAEPC); director; 1120 Chester Avenue, Suite 470 Cleveland, OH 44114, ,; Not Investment-Related; 12/01/2018; 1 to 9 hours per month; 0 during trading hours / Chester County Community Foundation; board member; 28 W Market St, , West Chester, PA, 19382; Not Investment-Related; 09/30/2022; 1 to 9 hours per month; 0 during trading hours / Alzheimer's Association; Board Member; 399 Market St, , Philadelphia, PA, 19106; Not Investment-Related; 07/01/2021; 1 to 9 hours per month; 0 during trading hours / NAIFA - PA Board; President; 6059 allentown blvd, #310, harrisburg, PA, 17109; Not Investment-Related; 01/01/2025; 10 to 19 hours per month; 0 during trading hours. Real Estate License; Yes. Other Business Activities; Advisor Authored Book; ideas from conversations I might have as a chat with any one on the street, at an event, a restaurant, or a PMM. no details. each conversation ends with suggesting talk to a tax advisor, attorney, and/or financial advisor. ; 107 W State St, , Kennett Square, PA, 19348; Investment-Related; 06/01/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-16 |
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