Mary Elizabeth Bush

Current Employers

Employment History

• 02/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Waukesha, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Waukesha, WI

Previous Registrations

• 2008-03-10 → 2009-02-19
  Chase Investment Services Corp.
  Milwaukee, WI
  Milwaukee, WI
• 2007-07-05 → 2007-10-09
  Ameriprise Financial Services, Llc
  Brookfield, WI
  Brookfield, WI

Other Businesses

Business Ownership; B&B Lifeworx LLC; Member; Pass-through enitity for practice business expenses; 1601 E Racine Ave , Ste 103, Waukesha, WI, 53186; Not Investment-Related; 08/15/2016; 20 to 39 hours per month; 20 to 39 during trading hours / MPB Group LLC; Member; Manage Ameriprise Business; 1601 E Racine Ave, STE 103, Waukesha, WI, 53186; Investment-Related; 10/20/2017; 0 hours per month; 0 during trading hours. Fiduciary Activities; Cheryl Zastrow is primary Trustee of Mary Ann Schauer's stand alone special needs trust and her POA. Trust Fund is not funded and will be funded by future inheritance. POA is not in effect at this time. Cheryl Zastrow is primary trustee to stand alone special needs trust to Steven Daly. Steven's trust is not funded and will be funded by future inheritance. Cheryl asked me if I would be the secondary Trustee and POA if Cheryl passes away or is unable to fulfill her duties. Attorney is in the process of creating estate documents.. Outside Employment; B&B Lifeworx; Member; Manage advisory business; 1601 E Racine Ave, STE 103, Waukesha, WI, 53186; Investment-Related; 08/15/2016; 20 to 39 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-22
• S63 Uniform Securities Agent State Law Examination
  1997-05-30