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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-27 |
| KS | RA | APPROVED | 2004-04-02 |
Branch Locations
5700 W 112Th St Ste 130, Overland Park, KS 66211-1749 • United States
Olathe, KS • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Overland Park | KS | 12/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Overland Park | KS | 03/2020 | Present |
Business Ownership; Creative Collaboration LLC; Managing Director; other, used to manage practice expenses, taxes and staff compensation; 5700 W 112th Ste 130, , Overland Park, KS, 66211; Not Investment-Related; 02/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / JAR Operations LLC; Owner; Manage Ameriprise Business; 5700 W 112th street, suite 130, , Overland Park, KS, 66211; Not Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours. Outside Employment; Creative Collaboration; Owner/Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are being met.; ; 5700 W 112th street, suite 130, , Overland Park, KS, 66062; Investment-Related; 04/10/2020; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-01 |
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