Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-26
WA RA APPROVED 2021-02-26
  • TX RA
    APPROVED
    Since 2021-02-26
  • WA RA
    APPROVED
    Since 2021-02-26

Branch Locations

2323 N 30Th St Ste 100, Tacoma, WA 98403 • United States

Tacoma, WA • 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
First Command Financial Planning, Inc. Fort Worth TX 04/2008 02/2021
First Command Financial Services, Inc. Fort Worth TX 04/2008 02/2021
First Command Advisory Services Fort Worth TX 12/2015 02/2021
Ameriprise Financial Services Llc Tacoma WA 02/2021 Present
Previous Registrations
  • 2015-12-15 → 2021-03-01
    Fort Worth, TX
    Lakewood, WA
  • 2008-10-28 → 2015-12-15
    First Command Brokerage Services, Inc.
    Lakewood, WA
Other Businesses

Independent Insurance Brokering; Anico; 01/01/2009; / Globe Life; 01/01/2009; Term Life / Midland; 01/01/2009; . Business Ownership; Tenmile Island, LLC; Running the business side of the LLC for our Ameriprise Franchise.; entity used to pay staff and lease office space for our Ameriprise Franchise.; 2323 N 30th St STE 100, , Tacoma, WA, 98403; Not Investment-Related; 11/18/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Niblack Enterprises, LLC; Owner; Consulting; 2323 N 30th St , Suite 100, Tacoma, WA, 98403; Not Investment-Related; 11/18/2014; 0 hours per month; 0 during trading hours. Outside Employment; Tenmile Island, LLC; Co-owner; Manage advisory business; 2323 N 30th St , , Tacoma, WA, 98403; Investment-Related; 02/26/2021; 20 to 39 hours per month; 20 to 39 during trading hours. Other Business Activities; Finance & Operation Pastor; Consulting the executive team and senior pastor in making financial decisions on the following: ? Church's Annual Budget | Streamline and oversee (Roughly 1.2mil annually.) Will be consulted on all financial decisions over 10k. ? Present Financial Reports to Church Council ? Department Budgets | Oversee & collaborate on adjustments ? Staff Salaries, Adjustments, Raises | Oversee & collaborate ? Building & Operations Team | Oversee ? Finance Team | Oversee & collaborate ? HR Department & Compliance | Research plan & assist in overseeing ? Retirement Solution for Senior/Founding Staff members ? Research and Implement 3rd party HR Solution (PEO/ASO) ? Assist as needed on Building Remodel Project The church also owns and operates out of a large commercial building with multiple corporate tenants. They also own a separate property with cell tower. I will be overseeing the leases and relationship with the tenants. Are you involved in investment related decisions? -Not currently Are you an employee of the church. -Not technically. The intent is to run my compensation through my LLC as a contractor vs. getting paid as an employee. The church will pay my LLC directly and issue a 1099. Direct report would be to the Senior Pastor, Lance Powers.; 4020 S 56th St, Ste 210, Tacoma, WA, 98409; Not Investment-Related; 05/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-27
S63 Uniform Securities Agent State Law Examination 2008-06-03
  • S65 Uniform Investment Adviser Law Examination
    2008-10-27
  • S63 Uniform Securities Agent State Law Examination
    2008-06-03
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tacoma, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor