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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| WI | RA | APPROVED | 2004-11-08 |
Branch Locations
2012A 10Th St S (Bn), Wisconsin Rapids, WI 54494 • United States
836 Superior St, Antigo, WI 54409 • United States
2711 Stewart Ave, Wausau, WI 54401-4140 • United States
Stevens Point, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wisconsin Rapids | WI | 09/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Wisconsin Rapids | WI | 03/2020 | Present |
Business Ownership; KL Jacobs Corp; Business management; Cash flow needs of Financial Advisory Practice; 2012A 10th St S, , Wisconsin Rapids, WI, 54494; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / BA Superstructure LLC; staffing and business operations; manage cash flow needs of practice; 2012a 10th St S, , Wisc Rapids, WI, 54494; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / BA Buildings; Co-owner; Real Estate; 2012A 10th Street S, , Wisconsin Rapids, WI, 54494; Not Investment-Related; 06/08/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Community Foundation of Central WI Investment Committee; Investment Committee Member; 2801 Hoover Rd, Unit 1B, Stevens Point, WI, 54481; Investment-Related; 07/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Community Foundation of Central WI Board of Directors; Board Member; 2801 Hoover Rd Unit 1B, , Stevens Point, WI, 54481; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; KL Jacobs Corp.; President, Secretary - Business Management; ; 2012A 10th Street S, , Wisconsin Rapids, WI, 54494; Not Investment-Related; 05/14/2021; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; DoTerra Essential Oils; Teaching people about the health benefits of essential oils.; 3008 Della Street, Stevens Point, WI 54481, ,; ; 05/03/2014; 1 to 9 hours per month; 0 during trading hours / BeachBody; Coach / Health & Wellness; 3008 Della Street, , Stevens Point, WI, 54481; Not Investment-Related; 10/01/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-21 |
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