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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2003-09-08 |
Branch Locations
320 Newport Way Nw, Issaquah, WA 98027-3119 • United States
Scottsdale, AZ • United States
Fall City, WA • 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. | Issaquah | WA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Issaquah | WA | 03/2020 | Present |
Real Estate Ownership; Single Family; 130 4 Dot Ln, , Belgrade, MT, 59714; Not Investment-Related; 12/06/2025. Business Ownership; Smurfco LLC; Co-owner; This company is for the sole purpose of receiving rents and paying bills on a commercial real estate property.; 320 Newport Way NW, , Issaquah, WA, 98027; Not Investment-Related; 12/30/3010; 1 to 9 hours per month; 0 during trading hours / Fortitude Consulting LLC; Owner; This entity is used exclusively to receive income from Steller Wealth Planning LLC.; 7735 LAKE ALICE RD SE, , FALL CITY, WA, 98024; Investment-Related; 04/24/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Steller Wealth Planning LLC; Co-owner; Manage Ameriprise Business; 320 Newport Way NW, , ISSAQUAH, WA, 98027; Investment-Related; 04/29/2025; 60 hours per month; 60 during trading hours. Outside Employment; Steller Wealth Planning LLC; Co-owner; Manage advisory business; 320 Newport Way NW, , ISSAQUAH, WA, 98027; Investment-Related; 05/15/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-05 |
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