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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-18 |
| TX | RA | APPROVED_RES | 2013-08-20 |
Branch Locations
2407 109Th Ave Ne Ste 210, Blaine, MN 55449-5770 • United States
7601 France Ave S Ste 600, Edina, MN 55435-5971 • United States
Blaine, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Edina | MN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2020 | Present |
Business Ownership; The Guest House, LLC; high level decision making on operations; vacation rental property; 371 Water Street, , Excelsior, MN, 55331; Investment-Related; 07/30/2021; 1 to 9 hours per month; 0 during trading hours / Centennial Group II, LLC; Member; Business if for costs of office space for advisors and staff; 7601 France Avenue South, , Edina, MN, 55435; Not Investment-Related; 03/09/2020; 1 to 9 hours per month; 1 to 9 during trading hours / MAY, Inc.; owner and operator; To manage and operate my planning practice as well as for payroll and expensess.; 7601 France Avenue South Suite 600, , Edina, MN, 55435; Not Investment-Related; 03/01/2016; 60 hours per month; 60 during trading hours / 2020 Blaine, LLC; conduct meetings and business; to provide a meeting space for my planning practice on the north side of town for my clients; 2407 109th Ave NE, , Blaine, MN, 55449; Not Investment-Related; 01/20/2020; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; May, Inc; President - owner and operator; ; 7601 France Avenue South, Suite 600, , Edina, MN, 55435; Not Investment-Related; 03/01/2016; 60 hours per month; 60 during trading hours. Other Business Activities; TPC Rose Committee; TPC ROSE is a group of highly motivated, caring TPC Twin Cities women members who share a commitment to make a difference in our community. We organize and host public fundraisers to benefit local charities. We also serve as volunteers for other charitable events hosted by TPC Twin Cities; TPC ROSE - ROSE Giving, Inc. 11444 Tournament Players Parkway Bl, ,; ; 03/15/2013; 1 to 9 hours per month; / Children's Legacy Advisor; Childrens Legacy Advisors share Childrens Foundations commitment to champion the special health needs of children and their families through high-quality, family-centered care. Legacy and estate planning give donors an opportunity to invest in the long-term vision to become the essential partner for future generations. Childrens Legacy Advisors provide an important resource by partnering with Childrens Foundation to advance philanthropy by educating the current donors and the public on tax-wise and values-based estate planning.; 2525 Chicago Ave S Minneapolis, MN 55404, ,; ; 05/12/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Ronald McDonald House Charities; Investment Committee member- The members are volunteers versed in investment management and who will objectively advise the organization on investment matters. Members must be independent of the actual management of the funds or institutions who manage the funds. The Investment Committee will meet at least semiannually and will advise the Finance Committee and Board of Directors on the RMHC-UM Investment Policy Statement, investment policies and guidelines, management of investment funds, fund managers and advisors and investment performance objectives.; 818 Fulton St SE Minneapolis, MN 55414, ,; ; 04/29/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Filming; Film entity TV show. One season series on Netflix or Amazon Prime that follows us restoring the building and renting it out. 10 episodes.; 371 Waters Street, , Excelsior, MN, 55331; Investment-Related; 07/07/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-23 |
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