Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-11-03
TX RA APPROVED_RES 2015-11-02
  • MI RA
    APPROVED
    Since 2015-11-03
  • TX RA
    APPROVED_RES
    Since 2015-11-02

Branch Locations

328 East St, Rochester, MI 48307-2013 • United States

726 Notre Dame St., Grosse Pointe, MI 48230 • United States

Gross Pointe, MI • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Grosse Pointe MI 10/2015 03/2020
Ameriprise Financial Services, Llc Grosse Pointe MI 03/2020 Present
Previous Registrations
Other Businesses

Real Estate Ownership; Commercial; 726 Notre Dame St, , Grosse Pointe, MI, 48230; Not Investment-Related; 10/01/2020. Business Ownership; Hampton Fox Management, LLC; ; manage the expenses and staff of our financial planning practice; 726 Notre Dame Grosse Pointe, MI 48230, ,; Not Investment-Related; 11/06/2015; 1 to 9 hours per month; 0 during trading hours / Longhorn Management, LLC; I will be the sole owner of this business; This is established to oversee and manage the operations of my practice; 726 Notre Dame St, , Grosse Pointe, MI, 48230; Not Investment-Related; 08/01/2020; 1 to 9 hours per month; 0 during trading hours / BZM Holdings, LLC; Owner; This LLC will own the building that my office is located in; 726 Notre Dame St, , Grosse Pointe, MI, 48230; Investment-Related; 07/08/2020; 1 to 9 hours per month; 0 during trading hours / GP Tax, LLC; Owner; Tax Preparation; 726 Notre Dame St, , Grosse Pointe, MI, 48230; Not Investment-Related; 10/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Eastside Stringing Company; Owner; Custom stringing of women's lacrosse sticks; 1027 Harvard Rd, , Grosse Pointe, MI, 48230; Not Investment-Related; 01/12/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Lochmoor Club Board of Directors; Board Member; 1018 Sunningdale Dr, , Grosse Pointe Woods, MI, 48236; Not Investment-Related; 09/15/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Grosse Pointe South High School; Head Coach of the Varsity Girls Lacrosse Team; Coaching; 11 Grosse Pointe Blvd, , Grosse Pointe Farms, MI, 48236; Not Investment-Related; 09/05/2023; 40 to 59 hours per month; 1 to 9 during trading hours / 313 Lacrosse, LLC; I have no ownership. I am in charge of building the girls travel program and assigning the coaches to the appropriate teams based on skill sets; Coaching Lacrosse; 21035 Mack Ave, , Grosse Pointe Woods, MI, 48236; Not Investment-Related; 06/03/2023; 10 to 19 hours per month; 0 during trading hours / Grosse Pointe South High School; Head Coach - Head Coach of the Varsity Girls Golf team, this was a volunteer position and the Athletic Director has decided that I must be paid for this role per school district policy. Total compensation is $4000 which essentially covers my expenses; Coaching the Varsity Girls Golf Team at Grosse Pointe South High School; 11 Grosse Pointe Boulevard, , Grosse Pointe Farms, MI, 48236; Not Investment-Related; 10/06/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Triumph Lacrosse Club; Coaching girls' lacrosse.; 13871 Bridgewater Ct, , South Lyon, MI, 48178; Not Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-06-20
  • S63 Uniform Securities Agent State Law Examination
    2001-06-20
Designations

View on SEC IAPD

More in Rochester, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor