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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-13 |
| IA | RA | APPROVED | 2007-04-12 |
Branch Locations
9 Plaza Dr Ste 6, Clear Lake, IA 50428 • United States
2625 N Loop Dr Ste 2200, Ames, IA 50010 • United States
8951 Windsor Pkwy, Johnston, IA 50131-2566 • United States
Waukee, IA • 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. | Johnston | IA | 07/2002 | 03/2020 |
| Ameriprise Financial Services, Llc | Johnston | IA | 03/2020 | Present |
Business Ownership; Integrity Point, LLC; Co-owner; Manage Ameriprise Business; 8951 Windsor Parkway , , Johnston, IA, 50131; Investment-Related; 11/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Integrity Point Real Estate LLC; Co-owner; Real Estate; 8951 Windsor Parkway , , Johnston, IA, 50131; Not Investment-Related; 10/06/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Ort Family Enterprises LLC; Owner; Manage Ameriprise Business; 8951 Windsor Parkway , , Johnston, IA, 50131; Investment-Related; 11/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Ort Family Enterprises LLC; Owner; Manage advisory business; 8951 Windsor Parkway , , Johnston, IA, 50131; Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-10 |
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