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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 2025-11-07
MN RA APPROVED 2022-09-08
  • TX RA
    APPROVED
    Since 2025-11-07
  • MN RA
    APPROVED
    Since 2022-09-08

Branch Locations

860 Blue Gentian Rd Ste 295, Eagan, MN 55121 • United States

Eagan, MN • 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
Allianz Life Insurance Company Of North America Minneapolis MN 01/2014 05/2019
Allianz Life Financial Services Llc Minneapolis MN 08/2015 05/2019
Gbs Insurance And Financial Services (Southcap) Rolling Meadows IL 05/2019 09/2020
The Leaders Group, Inc. Littleton CO 01/2020 09/2020
Wipfli Financial Advisors, Llc Edina MN 09/2020 09/2021
Ameriprise Financial Services, Llc Inver Grove Heights MN 09/2021 Present
  • 01/2014 → 05/2019
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 08/2015 → 05/2019
    Allianz Life Financial Services Llc
    Minneapolis, MN
  • 05/2019 → 09/2020
    Gbs Insurance And Financial Services (Southcap)
    Rolling Meadows, IL
  • 01/2020 → 09/2020
    The Leaders Group, Inc.
    Littleton, CO
  • 09/2020 → 09/2021
    Wipfli Financial Advisors, Llc
    Edina, MN
  • 09/2021 → Present
    Inver Grove Heights, MN
Previous Registrations
  • 2020-10-12 → 2021-09-16
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
    Milwaukee, WI
    Minneapolis, MN
Other Businesses

Outside Employment; Paragon Operations, LLC; Associate Financial Advisor - Provide client service & administrative support for the Ameriprise Financial Practice; I'm an Associate Financial Advisor within the Ameriprise Franchise Practice Shine Wealth.; 701 Carlson Parkway Ste 1040, , Minnetonka, MN, 55305; Investment-Related; 09/20/2021; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-28
  • S63 Uniform Securities Agent State Law Examination
    2012-07-28
Designations

View on SEC IAPD

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