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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-05 |
| IA | RA | APPROVED | 1999-10-20 |
Branch Locations
1580 Mall Drive Suite A, Iowa City, IA 52240 • United States
Iowa City, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Iowa City | IA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Iowa City | IA | 03/2020 | Present |
Business Ownership; Real Money, Inc; ; Real Money, Inc is an entity that owns the office building we operate out of.; 1580 Mall Drive Iowa City IA, ,; Investment-Related; 12/31/2016; 1 to 9 hours per month; 1 to 9 during trading hours / B&G Capital; ; entity to own investments with brother and father; 655 S Governor St Iowa City IA 52240, ,; ; 01/01/2003; 0 hours per month; / The Stuart Group, LLC; Member; Real Estate Holding Company; 1806 E Court St, , Iowa City, IA, 52245; Investment-Related; 12/01/2021; 1 to 9 hours per month; 0 during trading hours / Northstar Holdings, LLC; Shareholder; See answer in item 3.3.9 above.; 11819 Miracle Hills Drive Suite 101, , Omaha, NE, 68154; Investment-Related; 09/15/2022; 1 to 9 hours per month; 0 during trading hours / Momentum Partners, LLC; Management; Established for expense management purposes, shared operational infrastructure, and continuity planning among team members; 11819 Miracle Hills Drive, Suite 101, , Omaha, NE, 68154; Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Successful Living; Board Member; 409 Highway 1 West Iowa City IA 52240, ,; ; 01/01/2005; 1 to 9 hours per month; / HFHC, LLC; Board Member; 500 Cougar Ridge, Troy ID 83871, ,; ; 10/11/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Mica Mountain Pines; Board Member; 42 Springvale Road, , Whanganui, , , NZL; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Momentum Partners, LLC; shareholder - management; ; 11819 Miracle Hills Drive, Suite 101, , Omaha, NE, 68154; Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours / Northstar Holdings, LLC; Partner - Shareholder; ; 11819 Miracle Hills Drive Suite 101, , Omaha, NE, 68154; Investment-Related; 09/15/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-13 |
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