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Tera Anne Jobbins

Ameriprise Financial Services, LLC

Leawood, KS

Lenexa, KS

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2017-10-06
MO RA APPROVED 2017-10-06
TX RA APPROVED 2017-10-06
  • KS RA
    APPROVED
    Since 2017-10-06
  • MO RA
    APPROVED
    Since 2017-10-06
  • TX RA
    APPROVED
    Since 2017-10-06

Branch Locations

4200 W 115Th St Ste 200, Leawood, KS 66211-2729 • United States

Lenexa, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Kansas City MO 05/2009 11/2016
Wells Fargo Clearing Services, Llc Kansas City MO 11/2016 10/2017
Ameriprise Financial Services Inc Overland Park KS 10/2017 03/2020
Ameriprise Financial Services, Llc Leawood KS 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-20
S63 Uniform Securities Agent State Law Examination 2001-08-22
  • S65 Uniform Investment Adviser Law Examination
    2002-06-20
  • S63 Uniform Securities Agent State Law Examination
    2001-08-22
Other Names
  • Tera Anne Wane

View on SEC IAPD

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NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

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