Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| WA | RA | APPROVED | 2011-06-06 |
Branch Locations
1009 N Center Pkwy Ste 220, Kennewick, WA 99336 • United States
5 Centerpointe Dr Ste 250, Lake Oswego, OR 97035-8652 • United States
15609 Se Mill Plain Blvd Ste 100, Vancouver, WA 98684 • United States
Walla Walla, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Vancouver | WA | 05/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Vancouver | WA | 03/2020 | Present |
Real Estate Ownership; Single Family; 12608 NE 46th St. Vancouver, WA 98682, ,; Not Investment-Related; 01/02/2018. Business Ownership; Happy Fins Diving & Travel; Travel Guide & Photography; Scuba Diving Photography & Travel; PO Box 23, , Walla Walla, WA, 99362; Not Investment-Related; 04/01/2017; 10 to 19 hours per month; 0 during trading hours / FWMG, LLC; Co-owner; Manage Ameriprise Business; 3295 W Elder Street, Suite 205, Boise, ID, 83705; Investment-Related; 03/02/2026; 60 hours per month; 60 during trading hours. Outside Employment; FWMG, LLC; I am an Associate Financial Advisor at Fulcrum Wealth Management Group, an AFG practice within Ameriprise Financial. We are compensated by FWMG, LLC as employees of Fulcrum within Ameriprise Financial.; I am an Associate Financial Advisor at Fulcrum Wealth Management Group, an AFG practice within Ameriprise Financial. We are compensated by FWMG, LLC as employees of Fulcrum within Ameriprise Financial.; 3295 W Elder St, Ste 205, Boise, ID, 83705; Investment-Related; 01/03/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Member of Endowment Committee Zion Lutheran Church; Attend Quarterly Endowment Committee meetings to review church endowment fund, planned distributions and longevity of the fund. We do not manage the assets.; 1015 SW 18th Ave, , Portland, OR, 97205; Investment-Related; 12/15/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-28 |
Reach out to this advisor