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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-18 |
| WI | RA | APPROVED | 2020-05-19 |
Branch Locations
725 Heartland Trl Ste 200, Madison, WI 53717 • United States
121 Saint Paul St, Oconomowoc, WI 53066 • United States
101 E Milwaukee St Ste 201, Janesville, WI 53545 • United States
Oconomowoc, WI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2012 | 05/2020 |
| Ameriprise Financial Services Inc | Waukesha | WI | 05/2020 | 05/2020 |
| Ameriprise Financial Services, Llc | Oconomowoc | WI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Oconomowoc | WI | 05/2020 | Present |
Business Ownership; Paramount Financial Strategies, LLC; Owner; Manage Ameriprise Business; 121 St. Paul Street, , Oconomowoc, WI, 53066; Investment-Related; 07/07/2008; 60 hours per month; 60 during trading hours. Outside Employment; Paramount Financial Strategies, LLC; Owner; Manage advisory business; 121 St Paul Street, , Oconomowoc, WI, 53066; Investment-Related; 03/18/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-24 |
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