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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-23 |
| KS | RA | APPROVED | 2007-02-26 |
Branch Locations
5700 W 112Th St Ste 130, Overland Park, KS 66211 • United States
Olathe, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Overland Park | KS | 02/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Overland Park | KS | 03/2020 | Present |
Outside Employment; Creative Collaboration; Financial Advisor - Role is (Financial Advisor - Advisory Services) -- this is compensation paid to me for providing client service support, analysis and recommendations as it relates to financial planning and managed accounts. This work includes: directing staff duties on a day-to-day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations.; ; 5700 W 112th St, Suite 130, , Overland Park, KS, 66211; Investment-Related; 02/17/2021; 60 hours per month; 60 during trading hours. Other Business Activities; Knights of Columbus; Charitable giving, service projects; 13615 W 92nd St, , Lenexa, KS, 66215; Not Investment-Related; 02/01/2004; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-06 |
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