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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-03-26 |
| WI | RA | APPROVED | 2001-04-25 |
Branch Locations
3241A Business Park Dr, Stevens Point, WI 54482 • United States
Custer, WI • 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, Llc | Stevens Point | WI | 09/2005 | Present |
Business Ownership; SAA LLC; Member; LLC in accordance with Ameriprise legal entity policy as updated 12/15/15. Purpose is succession management and to facilitate the growth of the practice and retention of key employees.; 3241A Business Park Drive Stevens Point, WI 54482, ,; Not Investment-Related; 01/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; YMCA Foundation Board of Trustees; Board Member; 1000 Division Street, , Stevens Point, WI, 54481; Not Investment-Related; 08/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours / United Way of Portage County; Endowment Committee member; 2801 Hoover Rd Unit #2, , Stevens Point, WI, 54481; Not Investment-Related; 04/23/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Holy Spirit Endowment Committee; Committee Member; 2151 Stanley Street, , Stevens Point, WI, 54481; Not Investment-Related; 06/05/2024; 0 hours per month; 0 during trading hours / Pacelli Education Foundation Board of Trustees; President; 1301 Maria Drive, , Stevens Point, WI, 54481; Not Investment-Related; 09/16/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SAA,LLC; Associate Financial Advisor - Member; To manage practice operations; 3241A Business Park Drive Stevens Point, WI 54482, ,; Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-24 |
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