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6601 Boulder Brook Court, Dubuque, IA 52003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dubuque | IA | 10/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Dubuque | IA | 03/2020 | 06/2026 |
| Stackstone Wealth, Llc | Dubuque | IA | 06/2026 | Present |
1. BALANCED GROWTH PARTNERS, LLC; CO-OWNER; HOLDING COMPANY FOR STACKSTONE WEALTH, LLC; MANAGE FIRM BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 10/13/2016; 60 HOURS PER MONTH; 40 TO 50 DURING TRADING HOURS. 2. JBL, LLC; OWNER; MANAGE ADVISORY BUSINESS (JBL, LLC IS AN OWER OF BALANCED GROWTH PARTNERS); 16848 COUNTRY CLUB DR, PEOSTA, IA, 52068; INVESTMENT-RELATED; 12/31/2021; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 3. 100 MEN WHO CARE: TRI-STATE AREA; THE 100 MEN WHO CARE: TRI-STATE AREA GROUP NO LONGER OPERATES UNDER THE UMBRELLA OF RESOURCES UNITE. WE'VE ESTABLISHED THIS GROUP AS A 501C3 ORGANIZATION. AT LEAST 100 MEMBERS ARE ACTIVE WITHIN THE GROUP, AND EACH DONATES $100 AT OUR QUARTERLY EVENT. THROUGH A SELECTION PROCESS, ALL DONATIONS WILL GO TO OTHER LOCAL NONPROFIT ORGANIZATIONS; 6505 WELLINGTON LANE, DUBUQUE, IA, 52003; NOT INVESTMENT-RELATED; 07/20/2015; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 4. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 01/13; HOURS AS NEEDED TO SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-30 |
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