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4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-03-02 |
Branch Locations
105 W Plymouth Street, Bremen, IN 46506 • United States
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bremen | IN | 09/2005 | 01/2018 |
| Hilltop Wealth Solutions | Mishawaka | IN | 01/2018 | Present |
LICENSED INSURANCE PROVIDER LIFE AND HEALTH NOT INVESTMENT RELATED SOUTH BEND REGIONAL CHAMBER OF COMMERCE BUSINESS NETWORKING CHAMBER MEMBER DUTIES: ATTEND CHAMBER NETWORKING EVENTS NOT INVESTMENT RELATED BREMAN CHAMBER OF COMMERCE BUSINESS NETWORKING CHAMBER MEMBER DUTIES: ATTEND CHAMBER NETWORKING EVENTS NOT INVESTMENT RELATED BEACON HEALTH SYSTEMS INVESTMENT COMMITTIE PROVIDE OVERSIGHT OF HOSPITAL/FOUNDATION INVESTMENT ASSETS TRUSTEE VOLUNTEER SERVICES 3-4 TIMES PER YEAR MADISON TOWNSHIP LIONS CLUB PROVIDE VOLUNTEER SERVICES TO THE SURROUNDING COMMUNITIES CLUB MEMBER ONLY 1 HOUR PER MONTH NOT INVESTMENT RELATED COMMUNITY HOSPITAL OF BREMAN NOT FOR PROFIT RURAL HOSPITAL TRUSTEE DUTIES:INVESTMENT COMMITTE MEMBER 1 HOUR PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-27 |
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