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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-05 |
| MN | RA | APPROVED | 2013-12-16 |
Branch Locations
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305-1581 • United States
11850 Fountains Way Ste 200, Maple Grove, MN 55369 • United States
Minnetrista, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wayzata | MN | 04/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Minnetonka | MN | 03/2020 | Present |
Business Ownership; Synergy Wealth Group LLC; Co-owner; Entity used for ownership of franchise.; 10159 Wayzata Blvd, Suite 200, Minnetonka, MN, 55305; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours. Board of Directors; Park Nicollet Foundation; Fund Development Chair; 8170 Ave S, , Bloomington, MN, 55425; Not Investment-Related; 03/18/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-02 |
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