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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-14 |
| IA | RA | APPROVED | 1999-01-01 |
Branch Locations
2525 Kimberly Rd Ste 2, Bettendorf, IA 52722-3538 • United States
Eldridge, IA • 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, Llc | Bettendorf | IA | 03/2020 | Present |
| Ameriprise Financial Services, Inc. | Davenport | IA | 09/1998 | 03/2020 |
Business Ownership; Momentum Partners LLC; Member; The entity was established for expense management purposes, shared operational infrastructure, and continuity planning among team members.; 11819 Miracle Hills Drive, Suite 101, Omaha, NE, 68154; Investment-Related; 08/04/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; YMCA; Aerobic Instructor - Teach aerobics; ; 104 S 3rd Avenue, , Eldridge, IA, 52748; Not Investment-Related; 12/06/2022; 10 to 19 hours per month; 0 during trading hours / Momentum Partners LLC; Member; Receiving income from entity- Momentum Partners LLC; 11819 Miracle Hills Drive, Suite 101, Omaha, NE, 68154; Investment-Related; 08/04/2023; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; North Ridge Community Church; Coordinator of Dave Ramsey's Financial Peace University; 1700 E Blackhawk Trail Road, , Eldridge, IA, 52748; Investment-Related; 06/08/2015; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-26 |
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