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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-03 |
| WI | RA | APPROVED | 2014-05-22 |
Branch Locations
1520 Front Porch Pl, Altoona, WI 54720 • United States
Altoona, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Altoona | WI | 01/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Altoona | WI | 03/2020 | Present |
Business Ownership; Porch Place, LLC; Member; Pass-through entity to run the Ameriprise practice; 1520 Front Porch Place, , Altoona, WI, 54720; Not Investment-Related; 01/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours / Compass, LLC.; Owner/Manager; Commercial Real Estate Ownership; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 10/01/2019; 1 to 9 hours per month; 0 during trading hours / Confluence Group, LLC; Co-owner; Manage Ameriprise Business; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 10/29/2024; 1 to 9 hours per month; 1 to 9 during trading hours / CMM Group; Owner; Manage Ameriprise Business; 1520 Front Porch Pl, , Altoona, WI, 54720; Investment-Related; 04/01/2025; 20 to 39 hours per month; 20 to 39 during trading hours. Board of Directors; The Community Table; Member of Board; 320 Putnam St #1/2, , Eau Claire, WI, 54703; Not Investment-Related; 03/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / The Pablo Foundation; Member; P.O. Box 2035 , , Eau Claire, WI, 54720; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Porch Place, LLC; Member - Pass-through entity to run the Ameriprise practice.; ; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 01/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours / CMM Group; Owner; Manage advisory business; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Non-paid teaching at UW-Eau Claire; Assist in teaching Finance 429 at UWEC; 105 Garfield Ave Eau Claire, WI 54702, ,; Not Investment-Related; 12/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
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