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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-27
  • MN RA
    APPROVED
    Since 2013-11-27

Branch Locations

703 11Th St E, Glencoe, MN 55336 • United States

Stewart, MN • 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, Inc. Glencoe MN 02/2007 03/2020
Ameriprise Financial Services, Llc Glencoe MN 03/2020 Present
Other Businesses

Business Ownership; GWP Holdings LLC; Co-owner; Manage Ameriprise Business; 703 E 11th St., , Glencoe, MN, 55336; Investment-Related; 07/01/2025; 60 hours per month; 60 during trading hours / Bright Side Holdings, LLC; Owner; Real Estate; 22615 115th St., , Stewart, MN, 55385; Not Investment-Related; 04/08/2025; 1 to 9 hours per month; 1 to 9 during trading hours / J&K Rentals, LLC; Co-owner; Real Estate; 22615 115th St., , Stewart, MN, 55385; Not Investment-Related; 11/12/2025; 1 to 9 hours per month; 1 to 9 during trading hours / First Light Holdings LLC; Owner; Manage Ameriprise Business; 22615 115th St., , Stewart, MN, 55385; Investment-Related; 12/10/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Personal Representative. Board of Directors; First Congregational United Church of Christ Resource Team; Vice Chairperson; 1400 Elliott Ave. N, , Glencoe, MN, 55336; Not Investment-Related; 04/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours / Glencoe Area Community Foundation; Board Member; PO Box 294, , Glencoe, MN, 55336; Not Investment-Related; 01/07/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Glencoe Days Board; Treasurer; 1107 11th St. E, Ste 104, Glencoe, MN, 55336; Investment-Related; 08/04/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; GWP Holdings LLC; Co-owner; Manage advisory business; 703 11th St. E, , Glencoe, MN, 55336; Investment-Related; 07/01/2025; 60 hours per month; 60 during trading hours / First Light Holdings, LLC; Owner; Manage advisory business; 22615 115th St., , Stewart, MN, 55385; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Selling items on eBay; Buying things at thrift stores/garage sales/etc. and reselling them on eBay for profit, in addition to things I already own and no longer want, and will sell. Also sell things for family and friends.; 22615 115th St., , Stewart, MN, 55385; Not Investment-Related; 12/01/2021; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-23
  • S66 Uniform Combined State Law Examination
    2008-07-23
Other Names
  • Kelly Marie Rach

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