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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-04 |
Branch Locations
10151 Se Sunnyside Road Suite 440, Clackamas, OR 97015-6913 • 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. | Gresham | OR | 09/1997 | 03/2020 |
| Ameriprise Financial Services, Llc | Gresham | OR | 03/2020 | Present |
Business Ownership; Cascade Wealth Advisors, LLC; Owner; Investment Advisory Services; 1700 NW Civic Dr. Ste. 330 , , Gresham, OR, 97030; Not Investment-Related; 12/22/2016; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Finance Council; Finance Council Member; 2310 SE 148th Ave, , Portland, OR, 97233; Investment-Related; 07/17/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Foundation For Financial Planning; Pro bono financial planning; 1425 K Street NW, Suite 602, , Washington, DC, 20005; Investment-Related; 04/03/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
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