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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-18 |
| MN | RA | APPROVED | 2016-08-03 |
Branch Locations
1765 Roosevelt Rd, St. Cloud, MN 56301 • United States
Maple Grove, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 10/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | St Cloud | MN | 03/2020 | Present |
Business Ownership; St. Cloud Financial Planning Services, LLC; Co-owner; Manage Ameriprise Business; 1765 Roosevelt Rd, , St. Cloud, MN, 56301; Investment-Related; 04/20/2001; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Oasis DEG, Inc.; Financial Advisor - ; Manage Practice Operations; 7625 Parklawn Ave. Edina, MN 55435, ,; Not Investment-Related; 03/21/2017; 40 to 59 hours per month; 60 during trading hours. Other Business Activities; Angel Foundation?s Financial Cancer Care Program; I am providing pro bono financial planning to cancer patients for Angel Foundation?s Financial Cancer Care Program (FCC). Angel Foundation is a non-profit organization, and Ameriprise Financial is a founding partner of the FCC Program. The Financial Planning Association is also involved in the development of the FCC Program. This volunteer activity involves no distribution of Ameriprise-branded sales literature or sale of Ameriprise products.; 1155 Centre Pointe Drive, Suite 7, , Mendota Heights, MN, 55120; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 0 during trading hours / Our Lady of Grace Catholic Church; Help with church events/activities.; 5071 Eden Ave, , Edina, MN, 55436; Not Investment-Related; 10/22/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-23 |
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