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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-12 |
| TX | RA | APPROVED_RES | 2006-10-03 |
Branch Locations
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. | Ann Arbor | MI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Saline | MI | 03/2020 | Present |
Business Ownership; CNZ & Associates, Inc; Manages the expenses in my financial planning practice.; Manage expenses of my financial planning practice.; 201 W. Henry Street, ,; Not Investment-Related; 05/07/2001; 10 to 19 hours per month; 1 to 9 during trading hours / Millio Knight Properties LLC; Role and responsibilities include managing the tax and legal requirements associated with owning an LLC Entity owns real estate for the financial planning practice and collects rental income from tenants; Entity owns real estate for the financial planning practice and collects rental income from tenants; 201 W. Henry Street, , Saline, MI, 48176; Investment-Related; 09/07/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Mutual Of Omaha; I was formerly appointed with Mutual of Omaha. I currently receive compensation checks and per Mutual of Omaha policies, I will receive commissions on the contract I sold even though I am no longer appointed with Mutual of Omaha.; Mutual of OmahaMutual of Omaha PlazaOmaha, NE 68175, ,; ; 04/19/2013; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-24 |
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