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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-19 |
| TX | RA | APPROVED_RES | 2008-06-10 |
Branch Locations
7130 S Westnedge Ave, Portage, MI 49002-4209 • 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, Inc. | Grand Blanc | MI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Battle Creek | MI | 03/2020 | Present |
Business Ownership; Tnelson Marketing and Promotions; To run the business operations.; See "how do you describe the business activity?"; 7058 Abbey Lane, , Swartz Creek, MI, 48473; Not Investment-Related; 01/02/2023; 10 to 19 hours per month; 0 during trading hours. Outside Employment; OKL LLC; Financial Advisor; Manage advisory business; 7130 S WestnedgeAve, , Portage, MI, 49002; Investment-Related; 03/29/2024; 60 hours per month; 60 during trading hours. Other Business Activities; PSI Servicxes LLC; To participate in a study group one to two times per year for the purpose of analyzing test questions for the State of Michigan Insurance exams. Also, to write questions for these exams.; 2950 N Hollywood Way Suite 200 Burbank, Ca 91505, ,; ; 10/18/2016; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-01 |
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