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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2007-08-30 |
| IN | RA | APPROVED | 1998-12-14 |
Branch Locations
409 E Cook Rd Ste 300, Fort Wayne, IN 46825 • United States
1496 Pope Ct Ste 3, Chesterton, IN 46304 • United States
1763 Marlton Pike E Ste 300, Cherry Hill, NJ 08003 • United States
Fort Wayne, IN • United States
2260 Oakmont Way Ste 5, Eugene, OR 97401-5524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Wayne | IN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 03/2020 | Present |
Independent Insurance Brokering; ING/VOYA; 04/15/2018; Term Life. Business Ownership; Larson Consulting LLC; Teacher, Content Developer; Teaching, mentoring, consulting; 409 East Cook Road, Suite 300, Fort Wayne, IN 46825, ,; Not Investment-Related; 06/03/2014; 10 to 19 hours per month; 1 to 9 during trading hours / PRACTICE MANAGEMENT ASSOCIATES, LLC; Oversee practice, pay bills, Financial advisor related activities regarding fee-based services; Management of financial planning practice; 409 East Cook Road, Suite 300 Fort Wayne, IN 46825, ,; Not Investment-Related; 01/01/2018; 40 to 59 hours per month; 20 to 39 during trading hours / Practice Leadership & Operations, LLC; Management of Financial Planning Practice; This is for the management and shared operations of our financial planning practices.; 445 Hutchinson Ave, Suite 200, , Columbus, OH, 43235; Not Investment-Related; 05/14/2021; 10 to 19 hours per month; 1 to 9 during trading hours / Solomon Professional Services, LLC; To help guide practice operations.; Ameriprise Franchise; 11145 Reading Road, , Cincinnati, OH, 45241; Investment-Related; 01/31/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Accelerant Business Services, LLC; Consult, come up with ideas, lead, etc.; Plan production business for Ameriprise Advisors. We'll expand the current offerings to add training and financial planning consulting to Ameriprise Advisors.; 1496 Pope Court, Ste 3, , Chesterton, IN 46304, IN, 46304; Not Investment-Related; 06/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Skinny Cow LLC; Oversee the finances/accounting; This is for the management and shared operations of our financial planning practices.; 1496 Pope Court, Suite 3, , Chesterton, IN, 46304; Investment-Related; 12/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / 924 LLC; Oversee and manage Financial Planning Practice; Manage financial planning practice; 409 East Cook Road, Suite 300, , Fort Wayne, IN, 46825; Not Investment-Related; 03/21/2022; 10 to 19 hours per month; 1 to 9 during trading hours / Phileo Management, LLC; Co-owner; Manage Ameriprise Business; 409 East Cook Road, Suite 300, Fort Wayne, IN, 46825; Investment-Related; 02/23/2024; 10 to 19 hours per month; 1 to 9 during trading hours / Narrow Gate Management; Co-owner; Manage Ameriprise Business; 409 East Cook Road, Suite 300, Fort Wayne, IN, 46825; Investment-Related; 07/15/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; Kingdom Advisors; Teaching advisors biblical finance, with no compensation, but will have expenses paid for. Topics to included, how to discuss cash flow with clients and various teachings from the Bible on money management. There will be no sales training or use of any proprietary Ameriprise systems. I will not represent myself as an Ameriprise advisor.; 280 Interstate North Circle SE, Suite 100 Atlanta, GA 30339-2409, ,; ; 07/21/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Fort Wayne Fusion; Youth Soccer League; 11536 Grabill Road, , Leo, IN, 46765; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 0 during trading hours / Writing; Author of books on Biblical Financial Stewardship; 1517 Canyon Cove, , Fort Wayne, IN, 46845; Not Investment-Related; 06/30/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-03 |
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