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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-04-12 |
| TX | RA | APPROVED_RES | 2010-07-28 |
| GA | RA | APPROVED | 2003-09-17 |
Branch Locations
1302 Noble St Ste 2C, Anniston, AL 36201-4677 • United States
367 Atlanta St Se, Marietta, GA 30060 • United States
Powder Spgs, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Marietta | GA | 03/2020 | Present |
Real Estate Ownership; Single Family; 175 Wright Street SW, , Marietta, GA, 30064; Not Investment-Related; 11/01/2025. Business Ownership; Wilder & Wilder LLC; Managing personnel employed to support Financial Planning practice.; Other holding company providing payroll and administrative services for financial planning business; 367 Atlanta Street SE, , Marietta, GA, 30060; Not Investment-Related; 01/02/2019; 20 to 39 hours per month; 20 to 39 during trading hours / Frauenkirche LLC; Owner; Manage Ameriprise Business; 6271 Pritchett Circle, , Powder Springs, GA, 30127; Investment-Related; 04/01/2024; 10 to 19 hours per month; 10 to 19 during trading hours / Lampertswalde LLC; Owner; Consulting; 6271 Pritchett Circle, , Powder Springs, GA, 30127; Investment-Related; 04/01/2024; 20 to 39 hours per month; 20 to 39 during trading hours / Mountaineering Partners LLC; Owner; Manage Ameriprise Business; 367 Atlanta Street SE, , Marietta, GA, 30060, USA; Not Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / APC Holdings Group, LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta Street SE, , Marietta, GA, 30060; Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / CVZ Properties LLC; managing commercial space and grounds; commercial real estate; 367 Atlanta St SE, , Marietta, GA, 30060; Not Investment-Related; 08/06/2021; 1 to 9 hours per month; 0 during trading hours / Lighten the Load, LLC; make strategic decisions for the organization.; Tax Preparation; 367 Atlanta St SE, , Marietta, GA, 30060; Not Investment-Related; 03/15/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Marietta Firefighter Support Fund; Member; 112 Haynes Street, , Marietta, GA, 30060; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; eXtraordinary Coaching, LLC; Provide coaching to other practice owners.; Financial Advisor Practice Coach; 1922-201 Tara Court, , Greenville, NC, 27858; Not Investment-Related; 08/01/2023; 20 to 39 hours per month; 20 to 39 during trading hours / Mountaineering Partners LLC; Co-owner; Manage advisory business; 367 Atlanta Street SE, , Marietta, GA, 30060; Investment-Related; 12/28/2023; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-16 |
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