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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-20 |
| TX | RA | APPROVED_RES | 2010-07-16 |
Branch Locations
2918 Upper 55Th St, Inver Grove Heights, MN 55076 • United States
3600 Minnesota Dr Ste 550, Edina, MN 55435-7925 • United States
Woodbury, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Eden Praire | MN | 04/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2020 | Present |
Real Estate Ownership; Single Family; 2975 Fairway Drive, , Chaska, MN, 55318; Not Investment-Related; 07/01/2016 / Single Family; 4740 Sunflower Drive, , Woodbury, MN, 55129; Not Investment-Related; 06/01/2018 / Single Family; 1318 Belmont Road, , Grand Forks, ND, 58201; Not Investment-Related; 10/08/2021. Business Ownership; Lucky's P, LLC; Run all aspects of business.; Rental Property; 2975 Fairway Drive, , Chaska, MN, 55318; Not Investment-Related; 01/01/2013; 1 to 9 hours per month; 0 during trading hours / GLMM, LLC; member; LLC holds the commercial real estate lease and is used for common office expenses for Ameriprise financial advisory practices.; 3600 Minnesota Drive, Suite 550, , Edina, MN, 55435; Not Investment-Related; 02/05/2021; 0 hours per month; 0 during trading hours / RTA Holdings LLC; Landlord; Real Estate LLC Holding company for real estate to rent to Ameriprise Financial practice; 3600 Minnesota Drive, Suite 550, , Edina, MN, 55435; Investment-Related; 07/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Sun & Soil Health Co., LLC; Periodic review of business and discussion with other managers on a monthly and/or quarterly basis; Healthy food, drink, and coffee company.; 3650 Industrial Blvd. #140, , West Sacramento, CA, 95691; Not Investment-Related; 01/11/2023; 1 to 9 hours per month; 0 during trading hours / Northern Edge Operations LLC; Co-owner; Manage Ameriprise Business; 2918 Upper 55th Street East, , Inver Grove Heights, MN, 55076; Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / MWR Breakaway LLC; Owner; Manage Ameriprise Business; 2918 Upper 55th Street East, , Inver Grove Heights, MN, 55076; Investment-Related; 01/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Northern Edge Operations LLC; Co-owner; Manage advisory business; 2918 Upper 55th Street East, , Inver Grove Heights, MN, 55076; Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / MWR Breakaway LLC; Owner; Manage advisory business; 4770 Stimson Trail, , Woodbury , MN, 55129; Investment-Related; 01/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-03 |
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