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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| IA | RA | APPROVED | 2018-03-08 |
Branch Locations
1200 Valley West Dr Ste 608, West Des Moines, IA 50266 • United States
West Des Moines, IA • 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 |
|---|---|---|---|---|
| Iowa Air National Gaurd | Des Moines | IA | 01/1996 | Present |
| Waddell And Reed, Inc. | West Des Moines | IA | 02/2011 | 03/2018 |
| Various Insurance Carriers For W & R Insurance Agencies, Inc. | Windsor Heights | IA | 06/2011 | 03/2018 |
| Plymouth Church | Des Moines | IA | 05/2013 | 06/2019 |
| Emerick-Williams Vfw Post 8879 | West Des Moines | IA | 01/2015 | 06/2017 |
| Ameriprise Financial Services, Inc. | West Des Moines | IA | 03/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | West Des Moines | IA | 03/2020 | Present |
Business Ownership; RMG Infinity LLC; As the owner, RMG Infinity LLC, will be used to manage day-to-day operations and expenses for my practice. I will maintain the accounting system, pay expenses, maintain a checking account.; It is a separate legal entity to support my practice and convert my practice to an LLC from a sole proprietorship.; 1200 Valley West Dr. Ste 608, , West Des Moines, IA, 50266; Investment-Related; 12/17/2021; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; VFW Leadership Board; Commander; 128 5th St, , West Des Moines, IA, 50265; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; RMG Infinity LLC; Owner; ; 1200 Valley West Dr. Ste 608, , West Des Moines, IA, 50266; Investment-Related; 12/17/2021; 40 to 59 hours per month; 40 to 59 during trading hours / US Air Force Reserves; Serving as an intelligence analyst for the AF Reserves. Supervise other analysts, create intelligence products, deliver intelligence briefs.; Serving in the Air Force Reserves as a military intelligence analyst; Joint Base Anacostia-Bolling, 20 MacDill Blvd SE, Washington DC, DC, 20032; Not Investment-Related; 01/25/2024; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-07 |
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