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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-01 |
| WI | RA | APPROVED | 2003-12-04 |
Branch Locations
1520 Front Porch Pl, Altoona, WI 54720 • United States
Altoona, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Altoona | WI | 03/2020 | Present |
| American Express Financial Advisors Inc | Eau Claire | WI | 12/2003 | 03/2020 |
Business Ownership; Porch Place, LLC; Member; Pass-through entity to run AMPF practice; 1520 Front Porch Place, , Altoona, WI, 54720; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Compass LLC; Owner/Manager; Commercial real estate ownership and rental; 2423 Rivers Edge Drive, , Altoona, WI, 54720; Investment-Related; 08/19/2019; 1 to 9 hours per month; 0 during trading hours / Lower Long Group S-Corp; Owner; Manage Ameriprise Business; 1520 Front Porch Pl, , Altoona, WI, 54720; Investment-Related; 04/01/2025; 20 to 39 hours per month; 20 to 39 during trading hours / Confluence Group, LLC; Co-owner; Manage Ameriprise Business; 1520 Front Porch Pl, , Altoona, WI, 54720; Investment-Related; 10/29/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Lower Long Group S-Corp; Owner; Manage advisory business; 1520 Front Porch Pl, , Altoona, WI, 54720; Investment-Related; 04/01/2025; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-29 |
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