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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-09 |
| KS | RA | APPROVED | 2001-08-13 |
Branch Locations
5700 W 112Th St Ste 130, Overland Park, KS 66211-1749 • United States
5700 W 112Th St Ste 130, Overland Park, KS 66211 • United States
Leawood, KS • 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, Llc | Overland Park | KS | 03/2020 | Present |
| Ameriprise Financial Services, Inc. | Overland Park | KS | 05/2001 | 03/2020 |
Real Estate Ownership; Single Family; 1848 East County Highway 30A, Unit 13, , Santa Rosa Beach, FL, 00000; Not Investment-Related; 11/20/2021. Business Ownership; Thompson Real Estate LLC; passive buy and hold real estate; Real Estate LLC. Ownership and management of various income producing properties including vacation rental.; 12604 Cambridge Rd, , Leawood, KS, 66209; Not Investment-Related; 02/02/2005; 1 to 9 hours per month; 0 during trading hours / Creative Collaboration LLC; Managing Director; other, used to manage practice expenses, taxes and staff compensation; 5700 W 112th Ste 130, , Overland Park, KS, 66211; Not Investment-Related; 02/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / MRT Operations LLC; Owner; Manage Ameriprise Business; 12604 Cambridge Rd, Leawood, KS, , LEAWOOD, KS, 66209; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Creative Collaboration; Owner/Finanical Adviosr - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to financial planning and managed accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are met.President/CEO: Dutiees include carrying out the decisions that have been made by the leaders of the business and enforce the basic guiding principles that will keep the focus of the team on growth and development.; ; 5700 W. 112th Street, Suite 130, , Overland Park, KS, 66211; Investment-Related; 02/15/2020; 60 hours per month; 60 during trading hours / MRT Operations LLC; Owner; Manage advisory business; 12604 Cambridge Rd, Leawood, KS, , LEAWOOD, KS, 66209; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-08 |
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