Adam Jennings Palen

Current Employers

Employment History

• 08/2003 → 03/2020
  Ameriprise Financial Services, Inc.
  Rochester, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rochester, MN

Other Businesses

Real Estate Ownership; Commercial; Jeremiah Lane, , Rochester, MN, 55901; Investment-Related; 02/14/2020. Business Ownership; Palen Properties; Owner/Manager of an LLC that will be used to buy a commercial lot, build a mixed-use commercial building with commercial tenants and residential apartments, and then manage the operations of this building; Managing property for Mixed-use commercial and residential rental usage.; Jeremiah Lane NW, , Rochester, MN, 55904; Investment-Related; 02/06/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Summit Management Group, LLC; handle all non-licensed activities, manage the staff handling financial planning, help manage staff, run our systems, provide marketing support, administrative support, manage my real estate, recruiting into the practice, handle all HR administration, accounting, books and records and payroll, and any other non-licensed operational activities needed to run the business; Consulting; 1530 Greenview Dr SW STE 205, , Rochester, MN, 55902; Not Investment-Related; 01/04/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Summit Management Group, LLC; President - Owner - handle all non-licensed activities, manage the staff handling financial planning, help manage staff, run our systems, provide marketing support, administrative support, manage my real estate, recruiting into the practice, handle all HR administration, accounting, books and records and payroll, and any other non-licensed operational activities needed to run the business; ; 1530 Greenview Dr SW, STE 205, , Rochester, MN, 55902; Not Investment-Related; 01/04/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Lourdes High School Athletic Department; Youth Boys Basketball Coach - currently 7th grade - scheduling, organizing and running basketball practices. Game and tournament management of the team that I am responsible for.; I have been a volunteer youth basketball coach (grades3-8) for many years. They would like to compensate me for the first time by paying a stipend at year-end.; 2800 19th St NW, , Rochester, MN, 55901; Not Investment-Related; 02/01/2025; 20 to 39 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-19

Other Names

• Adam Palen