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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-21 |
| WI | RA | APPROVED | 2007-08-01 |
Branch Locations
606 E Wisconsin Ave Ste 1, Oconomowoc, WI 53066-3044 • United States
Oconomowoc, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Appleton | WI | 08/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Oconomowoc | WI | 03/2020 | Present |
Independent Insurance Brokering; Athene; 03/07/2022; Fixed Annuity. Business Ownership; Mathias Properties, LLC.; Managing Partner; This LLC was established to hold real estate property.; 256 Lakeridge Drive, , Oconomowoc, WI, 53066; Not Investment-Related; 12/18/2012; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-25 |
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