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13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-02-05 |
Branch Locations
13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Golden Valley | MN | 09/2005 | 02/2023 |
| Bluestem Wealth Partners | Minnetonka | MN | 02/2023 | Present |
Outside Employment; Wayzata Public Schools; Reserve Teacher; Plymouth, MN 55447; Not Investment Related; September 2019; 10-19 hours per month; 10-19 during trading hours/ LM Partners, LLC; Advisor; Litchfield, MN 55355; Investment Related; April 2015; 60+ hours per month; 60+ during trading hours/ Wayzata Public Schools; Career Search PT Teacher; Plymouth, MN 55447; Not Investment Related; September 2021; 10-19 hours per month; 10-19 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Plymouth Covenant Church, 4300 Vicksburg Ln N, Plymouth, MN, Trustee on the Board of Trustees, Review finances for the church and approve/recommend projects to maintain/update the church building and grounds, minimal hours spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-23 |
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