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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-30 |
Branch Locations
1520 Front Porch Pl, Altoona, WI 54720 • United States
Eau Claire, WI • 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Eau Claire | WI | 01/2015 | 07/2019 |
| Lpl Financial Llc | Eau Claire | WI | 07/2019 | 09/2024 |
| Royal Credit Union | Eau Claire | WI | 07/2019 | 09/2024 |
| Ameriprise Financial Services, Llc | Altoona | WI | 09/2024 | Present |
Board of Directors; Chippewa Valley Museum Foundation Board; Chippewa Valley Museum Foundation Board; 1204 E Half Moon Drive, , Eau Claire, WI, 54703; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-09 |
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