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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-13 |
Branch Locations
244 Water St Ste 2, Excelsior, MN 55331-1825 • United States
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305-1581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minnetonka | MN | 08/2021 | Present |
| U.S. Bank | St. Paul | MN | 09/2017 | 08/2021 |
| Ameriprise Financial Services, Llc | Minnetonka | MN | 11/2015 | 05/2017 |
| Unemployed | Howard Lake | MN | 05/2017 | 09/2017 |
Outside Employment; WDA, Inc.; Financial Advisor: Providing financial planning services, investment management advice to clients. Also processing transactions on behalf of the advisors & the day-to-day operations of the practice; Manage advisory business; 10159 Wayzata Blvd, Suite 200, , Minnetonka, MN, 55305; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-02 |
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