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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 1998-03-03 |
Branch Locations
1324 Central Ave W, Great Falls, MT 59404 • United States
Great Falls, MT • 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. | Great Falls | MT | 08/1996 | 03/2020 |
| Ameriprise Financial Services, Llc | Great Falls | MT | 03/2020 | Present |
Other Business Activities; American Legion Department of Montana Finance Committee; I have been asked by the American Legion Department of Montana to serve as a Finance Committee member (one of 7 people). This committee is headed up by the Finance Director, a member of the Board, who completes all financial transactions on behalf of the Department. My membership is not involved in the handling of any finances for the district, just to serve as member reviewing the finances of the department. I will not be compensated for this activity and it will require two, in-person, meetings per year with ad hoc virtual meetings as necessary to review any upcoming expenditures for the department.; PO Box 155, , Fort Harrison, MT, 59636; Not Investment-Related; 04/15/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-05 |
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