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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-11-08 |
Branch Locations
715 W 1St St, Cedar Falls, IA 50613-2617 • United States
421 Main St, Reinbeck, IA 50669-1049 • United States
Cedar Falls, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Savings Bank | Waterloo | IA | 12/2009 | 11/2024 |
| Lpl Financial Llc | Cedar Falls | IA | 12/2009 | 11/2024 |
| Lsb Capital Management, Inc. | Cedar Falls | IA | 12/2021 | 11/2024 |
| Lsb Capital Management, Inc. | Cedar Falls | IA | 10/2023 | 10/2024 |
| Ameriprise Financial Services, Llc | Reinbeck | IA | 11/2024 | Present |
Business Ownership; Mccombs LLC; Owner; Manage Ameriprise Business; 3003 W 4th St, , Cedar Falls, IA, 50613; Investment-Related; 11/06/2024; 60 hours per month; 60 during trading hours. Board of Directors; Cedar Bend Humane Society Board of Directors; board member; 1166 W Airline Hwy, , Waterloo , IA, 50703; Not Investment-Related; 05/10/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Mccombs LLC; Owner; Manage advisory business; 3003 W 4th St, , Cedar Falls, IA, 50613; Investment-Related; 04/11/2025; 60 hours per month; 60 during trading hours / University of Northern Iowa; I am only teaching this class. There is no ownership of a business involved.; Teaching...I am planning to teach a Financial Literacy course at the University of Northern Iowa.; 1227 W 27th St, , CEDAR FALLS, IA, 50614-0000; Not Investment-Related; 08/25/2025; 20 to 39 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-12 |
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