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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-05-11 |
Branch Locations
5136 Cascade Rd Se Ste 2B, Grand Rapids, MI 49546 • United States
Lansing, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 03/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 03/2020 | Present |
Business Ownership; Bruce M Meyers CPA LLC; CPA - prepare tax returns and workpapers.; Tax Preparation; 6810 S Cedar St Ste 3D Lansing, MI 48911, ,; Not Investment-Related; 10/08/2014; 1 to 9 hours per month; 1 to 9 during trading hours / H&S Companies; CPA - preparation of tax returns and supporting workpapers.; Tax Preparation; 6810 S. Cedar St. Ste 3DLansing, MI 48911, ,; Not Investment-Related; 01/20/2019; 60 hours per month; 60 during trading hours / HSC Group LLC; AFA under Jack Hendon.; Legal entity created to manage administrative expenses for Ameriprise Practice HS&C Wealth Management, including paying compensation to staff for non-securities related activity.; 711 W Main St, , Fremont, MI, 49412; Investment-Related; 09/10/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Hendon Slate LLC; Co-owner; Legal entity created to hold ownership of Ameriprise practice, HS&C Wealth Management.; 711 W Main Street, , Fremont, MI, 49412; Investment-Related; 02/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Delta Waverly Rotary Club; Member At Large; PO Box 70042, , Lansing, MI, 48917; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Agent named in a health care directive or living will. Other Business Activities; Boy Scout Troop 2 / Crew 2; Boy Scout Troop / Crew - Chief Okemos District; 200 W Grand River Ave, , East Lansing, MI, 48823; Not Investment-Related; 04/01/2014; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-21 |
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