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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| MN | RA | APPROVED | 2020-11-20 |
Branch Locations
1275 Ramsey Street Suite 800, Shakopee, MN 55379 • United States
Jordan, MN • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Shakopee | MN | 07/1999 | 11/2020 |
| Wells Fargo Advisors Llc | Shakopee | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Shakopee | MN | 11/2016 | 11/2020 |
| Ameriprise Financial Services Inc | Shakopee | MN | 11/2020 | 11/2020 |
| Ameriprise Financial Services, Llc | Shakopee | MN | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Shakopee | MN | 11/2020 | Present |
Independent Insurance Brokering; American General insurance; 11/13/2020; Fixed Annuity / Allianz Life; 11/13/2020; / Pacific Life; 11/13/2020; / Western Natl AKA American General ins; 11/13/2020; . Board of Directors; Trinity Lutheran Church Council; Treasurer; 500 W Church Street, , Belle Plaine, MN, 56011; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-27 |
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