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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
| WI | RA | APPROVED | 2017-02-21 |
| TX | RA | APPROVED_RES | 2017-02-06 |
Branch Locations
1520 Front Porch Pl, Altoona, WI 54720 • United States
Bonita Springs, FL • United States
Hudson, 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 | 10/2006 | 01/2017 |
| Ameriprise Financial Advisors Inc. | Altoona | WI | 02/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Altoona | WI | 03/2020 | Present |
Real Estate Ownership; Single Family; 1721 Rivercrest Rd Lakeland MN 55043, ,; Investment-Related; 06/23/2014 / Single Family; 1609 Edgewood Ave, ,; Investment-Related; 10/01/2014 / Single Family; 1657 Princeton Ave St Louis Park MN, ,; Investment-Related; 10/01/2013 / Single Family; 876 Quinnell Ave N, , Lakeland, MN, 55043; Investment-Related; 03/01/2022 / Single Family; 244 Frances St, , Somerset, WI, 54025; Investment-Related; 03/01/2022 / Single Family; 207 W Maple St, , Roberts, WI, 54023; Investment-Related; 07/01/2023. Independent Insurance Brokering; OneAmerica; 01/01/2005; . Business Ownership; Freppert Outdoor Solutions; Co-owner; Landscaping; 1431 Quinlan Ave S, , Lakeland, WI, 55043; Not Investment-Related; 07/10/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-29 |
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