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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-12 |
Branch Locations
6650 Sw Redwood Ln Ste 160, Portland, OR 97224 • United States
Tualatin, OR • 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. | West Linn | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Business Ownership; PNW Management Team, LLC; Owner; Manage Ameriprise Business; 6650 SW Redwood Lane, Suite 160, Portland , OR, 97224; Not Investment-Related; 01/01/2024; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; St. Clare School Endowment Committee; General Member; 1807 SW Freeman St., , Portland, OR, 97219; Investment-Related; 05/20/2025; 0 hours per month; 0 during trading hours. Other Business Activities; CYO XC and Track and Field Council Member; We deal with rule of track and field for the CYO - Catholic youth track and XC Team. This is a new apt. for me. I just help with Track Director with direction. This role does not involve $ for me just volunteer time.; 847 NE 19th Ave. , Suite 385, Portland, OR, 97232; Not Investment-Related; 03/03/2025; 1 to 9 hours per month; 0 during trading hours / CYO XC and Track and Field Head Coach; I am the track and xc coach. Our AD deals with all the money. I pay for things for the team and I volunteer a lot of time. We have not raised money before but it's a big team with a lot of needs so parents may provide money at some point to buy things like team shirt, water bottles or whatever else is needed. This has not happened before as I have paid for what we needed extra. Our team was 10 and now it has 70 kids so this may need to change over time. Any money received would be used to buy stuff for the team.; 847 NE 19th Ave. , Suite 385, Portland, OR, 97232; Not Investment-Related; 03/10/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-01 |
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