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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-05 |
| MN | RA | APPROVED | 2013-12-10 |
Branch Locations
10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305 • United States
St Louis Park, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Eden Prairie | MN | 03/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Minnetonka | MN | 03/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-20 |
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