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Nathaniel Joseph Willaert

Ameriprise Financial Services, LLC

Lake Elmo, MN

River Falls, WI

CRD 6097269

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-05-26
MN RA APPROVED 2013-11-18
TX RA APPROVED_RES 2013-03-01
  • WI RA
    APPROVED
    Since 2021-05-26
  • MN RA
    APPROVED
    Since 2013-11-18
  • TX RA
    APPROVED_RES
    Since 2013-03-01

Branch Locations

8530 Eagle Point Blvd Ste 225, Lake Elmo, MN 55042-8652 • United States

River Falls, WI • 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. Edina MN 07/2012 03/2020
Ameriprise Financial Services, Llc Edina MN 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-08-25
  • S63 Uniform Securities Agent State Law Examination
    2012-08-25
Other Names
  • Nate Joseph Willaert
  • Nathaniel Willaert

View on SEC IAPD

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SCM INVESTMENT SERVICES
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Nearby Investors

MICHAEL LEE ERPENBACH
Paige Joann Hoffman
WILLY FRED ZIMMERMAN

Nearby Offices

SCM INVESTMENT SERVICES · LAKE ELMO, MN
LPL FINANCIAL LLC · LAKE ELMO, MN
PRINCIPAL SECURITIES, INC. · LAKE ELMO, MN

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