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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
| NE | RA | APPROVED | 2024-09-13 |
Branch Locations
1350 N Bell St, Fremont, NE 68025 • United States
Omaha, NE • United States
11819 Miracle Hills Dr Ste 101, Omaha, NE 68154 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Omaha | NE | 09/2015 | 08/2024 |
| Tiaa | Omaha | NE | 09/2015 | 08/2024 |
| Ameriprise Financial Services, Llc | Omaha | NE | 09/2024 | Present |
Business Ownership; The Ko-Op Shop, LLC; Co-owner; Real Estate; 2523 N 85th St, , Omaha, NE, 68144; Not Investment-Related; 04/13/2015; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-28 |
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