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6601 Boulder Brook Court, Dubuque, IA 52003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-24 |
| WI | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dubuque | IA | 12/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Dubuque | IA | 03/2020 | 06/2026 |
| Stackstone Wealth, Llc | Dubuque | IA | 06/2026 | Present |
1. REAL ESTATE OWNERSHIP; 46 ACRE LAND PARCEL WITH SINGLE FAMILY HOME AND OUT-BUILDINGS, INCLUDING 25 ACRES WHICH ARE TILLABLE; 4036 AMES LANE, , POTOSI, WI, 53820; NOT INVESTMENT-RELATED; 02/01/2023 / SINGLE FAMILY; 907 S. SCHOOL ST, CUBA CITY, WI, 53807; NOT INVESTMENT-RELATED; 07/31/2026. 2. BOARD OF DIRECTORS; STONEHILL BENEVOLENT FOUNDATION BOARD OF DIRECTORS; BOARD MEMBER; 3485 WINDSOR AVE, DUBUQUE, IA, 52001; NOT INVESTMENT-RELATED; 05/27/2026; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 3. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 04/02; HOURS AS NEEDED TO SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-04 |
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