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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-16 |
| TX | RA | APPROVED | 2020-01-21 |
| WI | RA | APPROVED | 2019-04-16 |
Branch Locations
401 2Nd St N Ste 102, La Crosse, WI 54601 • United States
2001 2Nd St Sw Ste 115, Rochester, MN 55902 • United States
Holmen, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | MN | 07/2013 | 06/2017 |
| Viterbo University | La Crosse | WI | 01/2011 | 06/2017 |
| Massachusetts Mutual Life Insurance Company | Rochester | MN | 06/2017 | 04/2019 |
| Mml Investors Services | Rochester | MN | 06/2017 | 04/2019 |
| Ameriprise Financial Services Inc | Lacrosse | WI | 04/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | La Crosse | WI | 03/2020 | Present |
Business Ownership; Greene Management Group, LLC.; The role of the company will be to pay staff, expenses, and payroll to employees.; Management for Ameriprise Financial practice.; 700 3rd St N, Suite 204, , La Crosse, WI, 54601; Not Investment-Related; 03/29/2020; 1 to 9 hours per month; 1 to 9 during trading hours / F & G Management LLC; Owner and Partner; Management of financial planning practice; 1530 Greenview Dr SW, Suite 111, , Rochester, MN, 55902; Not Investment-Related; 07/01/2021; 10 to 19 hours per month; 10 to 19 during trading hours / Beacon Tax Partners; Owner; Tax Preparation; 401 2nd St N, Suite 102, , La Crosse, WI, 54601; Not Investment-Related; 07/08/2025; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; Greene Mangement Group, LLC.; Owner - This company will be to manage income/expenses for Ameriprise income. I will be paying staff, office expenses, marketing expenses, and other misc. expenses through this company.; ; 700 3rd St N, Suite 204, , La Crosse, WI, 54601; Not Investment-Related; 05/11/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Blue Devils AAA Hockey; Hockey Coach - Coach the 2011 AAA Hockey Team; ; 1625 Butts Ave, , Tomah, WI, 54660; Not Investment-Related; 03/02/2022; 1 to 9 hours per month; 0 during trading hours / F & G Management LLC; Partner/Owner - Management of financial planning practice; ; 1530 Greenview Dr SW, Suite 111, , Rochester, MN, 55902; Not Investment-Related; 07/01/2021; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-20 |
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