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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-16 |
| OK | RA | APPROVED | 2014-11-17 |
Branch Locations
348 E 2Nd St, Sand Springs, OK 74063 • United States
4605 E 91St St, Tulsa, OK 74137-2852 • United States
Sand Springs, OK • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tulsa | OK | 11/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Tulsa | OK | 03/2020 | Present |
Real Estate Ownership; Single Family; 1930 W 50th St Tulsa, Ok 74107., ,; Not Investment-Related; 01/01/2019. Business Ownership; Purzner Properties; Maintenance or hire maintenance as needed.; Leasing Company; 5920 S 174th W AveSand Springs, Ok 74063, ,; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours / Purzner Holdings; Manager; Manages my practice; 5920 S 174th W AveSand Springs, OK 74063, ,; Not Investment-Related; 07/20/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Strategic Resource Group; Co-owner; Manage Ameriprise Business; 4525 Edgewood, , Sapulpa, OK, 74066; Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Tulsa Christian Businessmen; Board Member; 401 S Boston Ave, Suite #500, Tulsa, OK, 74119; Not Investment-Related; 06/24/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Purzner Holdings; President - manage support for advisory practice; ; 5920 S 174th W Ave, , Sand Springs, OK, 74063; Not Investment-Related; 04/18/2022; 1 to 9 hours per month; 0 during trading hours / Strategic Resource Group; Co-owner; Manage advisory business; 4525 Edgewood, , Sapulpa, OK, 74066; Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-14 |
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