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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-21 |
| IN | RA | APPROVED | 2015-08-25 |
Branch Locations
5750 Coventry Ln Ste 110, Fort Wayne, IN 46804 • United States
Roanoke, IN • United States
2 disclosure categories 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. | Ft Wayne | IN | 08/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 03/2020 | Present |
Business Ownership; BRIK Properties; CEO; Real Estate Management; 7444 Lakewood Dr.Roanoke, IN 46783, ,; Investment-Related; 06/01/2004; 1 to 9 hours per month; 0 during trading hours / JJL LLC; Commercial real estate investor, keeping records, general maintenance, property/lease mgmt; Commercial RE investing; 5750 Coventry Lane STE110, , Fort Wayne, IN, 46804; Investment-Related; 10/11/2021; 10 to 19 hours per month; 10 to 19 during trading hours / AR Group, LLC; Chief Financial Officer; Financial holding co. for our office expenses; 5750 Coventry Lane, Suite 110, Fort Wayne , IN, 46804; Not Investment-Related; 02/18/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Lakewood Homeowners Association; Treasuer; 7444 E Lakewood Dr. 92, , Roanoke, IN, 46783; Not Investment-Related; 09/15/2011; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-11 |
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