Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-19 |
| WI | RA | APPROVED | 2002-07-24 |
Branch Locations
W6228 Communication Ct, Appleton, WI 54914-8531 • United States
Appleton, WI • 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. | Appleton | WI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Appleton | WI | 03/2020 | Present |
Real Estate Ownership; Lot/Land; Communication Dr., Lot 1Greenville, WI 54942, ,; Not Investment-Related; 10/23/2015 / Commercial; W6228 Communications Ct.Appleton, WI 54914, ,; Investment-Related; 05/28/2015 / Condo; Bayshore Dr., , Sister Bay, WI, 54234; Investment-Related; 06/28/2019. Business Ownership; MCNR Properties, LLC; Owner; Real estate holding company; 5456 Cedar Crest Ct. Appleton, WI 54914, ,; Investment-Related; 05/29/2015; 1 to 9 hours per month; 0 during trading hours / Sunset Adventures Wealth Advisors; Co-owner; Manage Ameriprise Business; W6228 Communication Ct., , Appleton, WI, 54914; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / LogJam Holdings, LLC; Owner; Manage Ameriprise Business; 5456 W Cedar Crest Ct, , Appleton, WI, 54914; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Fox Valley Young Life; Treasurer and Chairman; 991 Ehlers Rd, , Neenah, WI, 54956; Not Investment-Related; 11/19/2012; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; LogJam Holdings, LLC; Owner; Manage advisory business; 5456 W. Cedar Crest Ct., , Appleton, WI, 54914; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-23 |
Reach out to this advisor