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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-23 |
| WI | RA | APPROVED | 2011-09-27 |
Branch Locations
39 Park Pl Ste 100, Appleton, WI 54914 • United States
2050 Riverside Dr Ste 108, Green Bay, WI 54301 • United States
Greenville, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Oneida | WI | 03/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Appleton | WI | 03/2020 | Present |
Business Ownership; New Leaf, LLC; Pay bills and expenses, sign contracts; The business will be used to pay business expenses.; 39 Park Place Suite 100, , Appleton, WI, 54914; Not Investment-Related; 01/16/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Old Leaf LLC; Co-owner; Real Estate; N1076 Alexandra Way, , Greenville, WI, 54942; Investment-Related; 04/15/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; New Leaf LLC; Owner; Manage advisory business; 39 Park Pl, Ste 100, Appleton, WI, 54914; Investment-Related; 01/16/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-20 |
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