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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-06 |
| TX | RA | APPROVED_RES | 2017-12-04 |
| IN | RA | APPROVED | 1998-12-14 |
Branch Locations
409 E Cook Rd Ste 300, Fort Wayne, IN 46825 • United States
1763 Marlton Pike E Ste 300, Cherry Hill, NJ 08003 • 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 |
Business Ownership; Practice Management Associates LLC; Advisor; Practice Operations and Management of Ameriprise Practice; 409 Eas Cook Road, Suite 300, , Fort Wayne, IN, 46825; Investment-Related; 01/01/2018; 10 to 19 hours per month; 10 to 19 during trading hours / 924 LLC; Oversee and manage Financial Planning Practice; Oversee and manage Financial Planning Practice; 409 East Cook Road, , Fort Wayne, IN, 46825; Not Investment-Related; 03/21/2022; 1 to 9 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; 1 to 9 hours per month; 1 to 9 during trading hours / Accelerent Business Services, LLC; Consult, Idea Generation, Lead; Plan production business for Ameriprise Financial Advisors. We'll expand offerings to add training and consulting.; 1496 Pop Court, Suite 3, , Chesterton, IN, 46304; Not Investment-Related; 01/01/2022; 1 to 9 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; 07/16/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; Larson Consulting; NA - Consultant; ; 409 East Cook Road, , Fort Wayne, IN, 46825; Not Investment-Related; 07/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-09 |
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