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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-05-05
MN RA APPROVED 2013-12-10
  • TX RA
    APPROVED_RES
    Since 2017-05-05
  • MN RA
    APPROVED
    Since 2013-12-10

Branch Locations

10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305 • United States

St Louis Park, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Eden Prairie MN 03/2003 03/2020
Ameriprise Financial Services, Llc Minnetonka MN 03/2020 Present
Other Businesses

Independent Insurance Brokering; Medica; 01/01/2016; / UCare; 10/17/2018; / Blue Cross Blue Shield; 10/15/2014; Health / Health Partners; 09/15/2023; Medicare Supplement / United Healthcare; 09/15/2023; Medicare Supplement / Allina Health; 10/15/2025; Medicare Supplement. Business Ownership; Clear View Tax Solutions, Inc.; Co-owner; Tax Preparation; 10900 Wayzata Blvd, Suite 150, Minnetonka, MN, 55305; Not Investment-Related; 08/05/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Advisor Professional Services, Inc.; Associate Financial Advisor - Financial Advisor employee for this company that is a legal entity created to manage and operate the practice; ; 10900 Wayzata Blvd, Suite 150, , Minnetonka, MN, 55305; Investment-Related; 10/01/2013; 60 hours per month; 60 during trading hours / G&A Partners; Associate Financial Advisor - Third party company used for payroll purposes. Payroll and benefits received through this company.; ; 10900 Wayzata Blvd, Suite 150, , Minnetonka, MN, 55305; Investment-Related; 10/01/2013; 60 hours per month; 60 during trading hours / Clear View Tax Solutions, Inc; Co-owner; Tax Preparation; 10900 Wayzata Blvd, Suite 150, Minnetonka, MN, 55305; Not Investment-Related; 08/05/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-20
  • S66 Uniform Combined State Law Examination
    2004-09-20

View on SEC IAPD

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