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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-22 |
| MN | RA | APPROVED | 2013-11-27 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Medina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 12/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | Present |
Business Ownership; Daniel Polson, LLC; Ownership in holding company for 5% of the shares of Minneapolis Wealth Advisors, LLC.; Financial services; 333 S 7th St Suite 1960, , Minneapolis, MN, 55402; Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Heritage Wealth Advisors LLC; Co-owner; Manage Ameriprise Business; 333 S 7th St Suite 1960, , Minneapolis, MN, 55402; Not Investment-Related; 11/20/2023; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Minneapolis Wealth Advisors LLC; Financial Advisor -; Manage advisory business; 333 S 7th St Suite 1960, , Minneapolis, MN, 55402; Investment-Related; 10/03/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-14 |
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