Jason Roy Kuennen

Current Employers

Employment History

• 04/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Grandville, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Byron Center, MI

Previous Registrations

• 2011-02-02 → 2016-04-01
  Hantz Financial Services, Inc.
  Bay City, MI
  Bay City, MI
  Grandville, MI

Other Businesses

Business Ownership; Tax Marketing Solutions; setting up management and marketing company to help with my Tax Planning company; Tax Preparation; 7700 Byron Center Ave Sw, , Byron City, MI, 49315; Not Investment-Related; 01/09/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Rush Creek Advisors LLC; Owner; Manage Ameriprise Business; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours / Tax Planning Solutions LLC; Tax Practice for individuals and business.; Tax Preparation; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Not Investment-Related; 11/01/2018; 60 hours per month; 20 to 39 during trading hours. Outside Employment; Jaycob Willis Holdings LLC; Operations & Marketing Manager - Operations & Marketing Manager for Rush Creek Advisors.; ; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Not Investment-Related; 10/01/2020; 60 hours per month; 60 during trading hours / Tax Planning Solutions LLC; Owner - I own and operate the company. I manage all day to day activities including tax preparation when needed.; ; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Not Investment-Related; 11/01/2018; 60 hours per month; 20 to 39 during trading hours / Rush Creek Advisors LLC; Owner; Manage advisory business; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-25
• S63 Uniform Securities Agent State Law Examination
  2004-09-15