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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-07-10 |
| ND | RA | APPROVED | 2019-06-17 |
| TX | RA | APPROVED_RES | 2019-05-08 |
Branch Locations
125 Buckskin Ave Ste 200, Bismarck, ND 58503 • United States
Bismarck, ND • United States
Brandon, MN • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wahpeton | ND | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wahpeton | ND | 11/2016 | Present |
| Wells Fargo Advisors | St Louis | MO | 08/2001 | 03/2019 |
| Kingsview Asset Management | Grants Pass | OR | 03/2019 | 05/2019 |
| Kingsview Asset Management | Bismarck | ND | 03/2019 | 05/2019 |
| Ameriprise Financial Services Inc | Bismarck | ND | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bismarck | ND | 03/2020 | Present |
Business Ownership; Lenarz Brothers Land LLP; Owner and responsible for lending, banking, and tax filing; farmland ownership; 3507 Valley DrBimsarck, ND 58503, ,; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours / Lenarz Brothers Partnership II; Manage banking and grain sales for the partnership; Cropland farming, real estate ownership, trade grain futures with RJ Obrien,; 3507 Valley Dr, , Bismarck, ND, 58503; Investment-Related; 01/01/2013; 1 to 9 hours per month; 0 during trading hours / John R Lenarz Family Revocable Trust; Own/operate farm cropland; Farm cropland raising corn and soybean commodities; 3507 Valley Dr, , Bismarck, ND, 58503; Not Investment-Related; 09/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Suchy Land LLC; Roth IRA Real Estate ownership; Owner/operator of crop farmland in MN, ND; 3507 Valley Dr, , Bismarck, ND, 58503; Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours / Leah Land LLC; Operate the business, invest in private equity investments; rental farmland ownership, 450 shares SpaceX and Open AI private placement through Sand Hill Road Technology Fund, Holds Ameriprise brokerage account.; 10947 County Hwy 87 NW, , Brandon, MN, 56315; Not Investment-Related; 11/20/2020; 1 to 9 hours per month; 0 during trading hours / Leaf Mountain, LLC; Owner; Manage Ameriprise Business; 3507 Valley Dr, , Bismarck, ND, 58503; Investment-Related; 05/01/2026; 60 hours per month; 60 during trading hours. Fiduciary Activities; Executor. Board of Directors; Millerville Coop Creamery Association Board of Directors; Director; 16523 County Road 7 NW, , Brandon, MN, 56315; Not Investment-Related; 08/25/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LFP Consulting; Employee - employee; Entity for payroll and benefits.; 125 Buckskin Ave, Suite 200, Bismarck, ND, 58503; Investment-Related; 02/18/2020; 60 hours per month; 60 during trading hours / Leaf Mountain LLC; Owner; Manage advisory business; 125 Buckskin Ave, Suite 200, Bismarck, ND, 58503; Investment-Related; 06/01/2026; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-29 |
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