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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-03-18
MN RA APPROVED 2014-10-27
  • TX RA
    APPROVED
    Since 2016-03-18
  • MN RA
    APPROVED
    Since 2014-10-27

Branch Locations

817 Broadway St, Alexandria, MN 56308 • United States

2 Division St East Ste 201, Buffalo, MN 55313-1772 • United States

Delano, 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. Alexandria MN 10/2014 03/2020
Ameriprise Financial Services, Llc Alexandria MN 03/2020 Present
Other Businesses

Business Ownership; Steidlbros LLC; Owner; LLC will operate to run payroll services as part of 1 Ameriprise Financial Practices; Ameriprise Financial817 Broadway St.Alexandria, MN 56308, ,; Not Investment-Related; 02/15/2017; 1 to 9 hours per month; 1 to 9 during trading hours / Big Picture LLC; ; Owner of office building; 817 Broadway StAlexandria, MN 56308, ,; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Delano Athletic Club; Board Member/Participant; PO Box 127, , Delano, MN, 55328; Not Investment-Related; 05/20/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Angel Foundation; Pro Bono CFP work as a volunteer through Angel Foundation (Financial Cancer Care Program); 1155 Centre Point Drive, Suite 7, , Mendota Heights, MN, 55120; Investment-Related; 05/25/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Coordinated Assistance Network; Pro-Bono CFP advice to veterans, military personnel, and their families. Engaging in 1:1 consultations on a voluntary/pro-bono basis utilizing skills as a CFP to this group of individuals. Coordinated Assistance Network is partnering with Foundation For Financial Planning on this initiative. ; 2519 N McMullen Booth Rd 510, , Clearwater , FL, 33761; Investment-Related; 05/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-01
  • S66 Uniform Combined State Law Examination
    2009-07-01
Designations

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