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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-18 |
| MN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Alexandria | MN | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Alexandria | MN | 03/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-01 |
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