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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-12-18
  • WI RA
    APPROVED
    Since 2024-12-18

Branch Locations

2740 S Oneida St Ste A, Green Bay, WI 54304 • 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, Llc Green Bay WI 10/2022 Present
Connect, Powered By American Family Insurance Green Bay WI 08/2020 04/2022
Ameriprise Auto & Home Insurance Green Bay WI 09/2003 08/2020
Fox Valley Golf Club Kaukauna WI 05/2022 10/2022
  • 10/2022 → Present
    Green Bay, WI
  • 08/2020 → 04/2022
    Connect, Powered By American Family Insurance
    Green Bay, WI
  • 09/2003 → 08/2020
    Ameriprise Auto & Home Insurance
    Green Bay, WI
  • 05/2022 → 10/2022
    Fox Valley Golf Club
    Kaukauna, WI
Other Businesses

Real Estate Ownership; Multi-Family; 1592-1594 Cardinal Lane, , Green Bay, WI, 54313; Not Investment-Related; 06/15/2002. Business Ownership; Bones Indoor Golf; Owner; Retail; 2470 Whispering Oak Drive, , De Pere, WI, 54115; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-16
  • S66 Uniform Combined State Law Examination
    2024-12-16

View on SEC IAPD

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