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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-11-30
WA RA APPROVED 2002-02-26
  • TX RA
    APPROVED_RES
    Since 2010-11-30
  • WA RA
    APPROVED
    Since 2002-02-26

Branch Locations

5 Centerpointe Dr Ste 250, Lake Oswego, OR 97035-8652 • United States

15609 Se Mill Plain Blvd Ste 100, Vancouver, WA 98684 • United States

Happy Valley, OR • 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
Ameriprise Financial Services, Inc. West Linn OR 09/2005 03/2020
Ameriprise Financial Services, Llc Portland OR 03/2020 Present
Other Businesses

Business Ownership; FWMG, LLC; Co-owner; Manage Ameriprise Business; 8781 W Ardene Street, Suite 101, Boise, ID, 83709; Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Portland Metro Arts; General member; 9003 SE StarkPortland, OR 97216, ,; ; 08/15/2013; 1 to 9 hours per month; 0 during trading hours. Outside Employment; FWMG, LLC; Co-owner and Financial Advisor; Managed Practice Operations; 3295 W Elder St, Suite 205, Boise, ID, 83705; Not Investment-Related; 09/26/2018; 60 hours per month; 60 during trading hours. Other Business Activities; Homes for Our Troops; I am providing pro bono financial planning to a military family through Homes for Our Troops, a FPA-sponsored pro bono financial planning program. This activity involves no use of Ameriprise-branded materials and no sale of Ameriprise products.; 6 Main StTaunton, MA 02780, ,; ; 10/14/2016; 1 to 9 hours per month; 1 to 9 during trading hours / New Year in the Park; I would be chair of the planning committee for "New Year in the Park" which is a community driven event that celebrates Cambodian, Lao, Thai, and Myanmar new year traditions and culture.; Event will be held at Glenhaven Park located at the corner of NE, ,; ; 07/10/2017; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-19
  • S66 Uniform Combined State Law Examination
    2000-05-19

View on SEC IAPD

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