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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-28 |
| WI | RA | APPROVED | 2016-08-12 |
Branch Locations
802 Superior Ave, Tomah, WI 54660 • United States
Tomah, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tomah | WI | 08/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Tomah | WI | 03/2020 | Present |
Real Estate Ownership; Multi-Family; Condo1204 Lakeview Dr.Apt 7Tomah, WI 54660, ,; Not Investment-Related; 06/01/2006. Business Ownership; Carlson Advisors, LLC; Member; Manage Ameriprise Business; 802 Superior Ave., , Tomah, WI, 54660; Investment-Related; 10/09/2003; 1 to 9 hours per month; 1 to 9 during trading hours / R& R Ranch, LLC; Co-owner; Real Estate; 9012 County Hwy E, , Tomah, WI, 54660; Not Investment-Related; 01/20/1998; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Hiawatha Golf Course; Member; 10229 Ellsworth Rd., , Tomah, WI, 54660; Not Investment-Related; 05/01/2019; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Carlson Advisors, LLC; Member; Manage advisory business; 802 Superior Ave., , Tomah, WI, 54660; Investment-Related; 10/09/2003; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-16 |
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