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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-06
MI RA APPROVED 2023-10-10
  • TX RA
    APPROVED_RES
    Since 2025-03-06
  • MI RA
    APPROVED
    Since 2023-10-10

Branch Locations

207 S Saginaw St, Saint Charles, MI 48655-1428 • United States

218 S. Washington Ave., Ste. 100, Saginaw, MI 48607-1243 • United States

Saginaw, MI • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Saginaw MI 03/2008 11/2017
The Huntington Investment Company Saginaw MI 02/2017 11/2017
Cetera Investment Services Llc St.CLoud MN 11/2017 10/2021
Cetera Investment Advisers Llc Saginaw MI 11/2017 10/2021
Tcf National Bank Saginaw MI 11/2017 10/2021
The Huntington Investment Company Columbus OH 10/2021 06/2022
The Huntington Investment Company Columbus OH 06/2022 09/2023
Ameriprise Financial Services, Llc Saint Charles MI 10/2023 Present
Choiceone Wealth Management St Charles MI 04/2025 Present
Previous Registrations
  • 2021-10-14 → 2023-10-03
    Saginaw, MI
    Okemos, MI
    Flint, MI
    Saginaw, MI
    Greenville, MI
    Lansing, MI
    Portland, MI
    Flint, MI
    Evart, MI
    East Lansing, MI
    Flint, MI
    Midland, MI
    Bay City, MI
    Saginaw, MI
    Holt, MI
    Marion, MI
    Grayling, MI
    Flushing, MI
    Saint Johns, MI
    Williamston, MI
    Algonac, MI
    Flint, MI
    Saint Clair, MI
    Lansing, MI
    Standish, MI
    Midland, MI
    Burton, MI
    Clio, MI
    Flint, MI
    Fowlerville, MI
    Flint, MI
    Grand Blanc, MI
    Frankenmuth, MI
    Saginaw, MI
    Brooklyn, MI
    Burton, MI
    Saginaw, MI
    Grand Rapids, MI
    Columbus, OH
    Columbus, OH
    Saginaw, MI
    Fort Gratiot, MI
    Imlay City, MI
    Essexville, MI
    Kawkawlin, MI
    Port Huron, MI
    Auburn, MI
    Midland, MI
    Owosso, MI
    Mio, MI
    Port Huron, MI
    Sandusky, MI
    St. Louis, MI
    Lexington, MI
    Bay City, MI
    Houghton Lake, MI
    Davison, MI
    Rose City, MI
    Marysville, MI
    Saginaw, MI
    Midland, MI
    Caro, MI
    Port Huron, MI
    Beaverton, MI
    Roscommon, MI
    Clare, MI
    Gladwin, MI
    West Branch, MI
    Freeland, MI
    Marine City, MI
    Lapeer, MI
    Bay City, MI
    Sanford, MI
    Pinconning, MI
    Sanford, MI
    Dover, OH
    Columbus, OH
  • 2017-11-14 → 2021-10-13
    Saginaw, MI
    Stanton, MI
    Shelby, MI
    Owosso, MI
  • 2017-02-01 → 2017-11-02
    Bridgeport, MI
    Saginaw, MI
    Warrensville Heights, OH
    Saginaw, MI
  • 2010-04-26 → 2017-02-01
    Warrensville Heights, OH
    Chagrin Falls, OH
    Cuyahoga Falls, OH
    Lyndhurst, OH
    Hudson, OH
    Shaker Heights, OH
    Chesterland, OH
    North Olmstead, OH
    Mentor, OH
    South Euclid, OH
    Cleveland Heights, OH
    Shelby Township, MI
    Saginaw, MI
    Bridgeport, MI
    Saginaw, MI
    Saginaw, MI
    Saginaw, MI
    Bay City, MI
    Saginaw, MI
    Saginaw, MI
    Saginaw, MI
    Bridgeport, MI
    Saginaw, MI
    Chesterland, OH
    Medina, OH
    Traverse City, MI
    Charlevoix, MI
    Traverse City, MI
    Bellaire, MI
    Traverse City, MI
    Boyne City, MI
Other Businesses

Outside Employment; choiceone bank; Financial Advisor; Dual bank program/financial advisor; 207 S Saginaw St, , St Charles, MI, 48655; Investment-Related; 04/16/2025; 40 to 59 hours per month; 60 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-23
S63 Uniform Securities Agent State Law Examination 1996-09-18
  • S65 Uniform Investment Adviser Law Examination
    2010-04-23
  • S63 Uniform Securities Agent State Law Examination
    1996-09-18

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