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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-07-02 |
| MN | RA | APPROVED | 2025-05-30 |
Branch Locations
6045 South Louise Ave Suite 202, Sioux Falls, SD 57108 • 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 | 02/2017 |
| American Century Investment Services, Inc. | Kansas City | MO | 02/2017 | 11/2019 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 12/2019 | 06/2021 |
| Steve Miura | Austin | TX | 12/2019 | 06/2021 |
| Orgel Wealth Management | Altoona | WI | 06/2021 | 12/2024 |
| Orgel Wealth Management | Minnetonka | MN | 01/2025 | 05/2025 |
| Ameriprise Financial Services, Llc | Sioux Falls | SD | 05/2025 | Present |
Business Ownership; Coteau Holdings, LLC; Co-owner; Manage Ameriprise Business; 6045 S. Louise Ave., Suite 202, Sioux Falls, SD, 57108; Investment-Related; 05/28/2025; 60 hours per month; 60 during trading hours. Outside Employment; Coteau Holdings, LLC; Co-owner; Manage advisory business; 6045 S. Louise Ave., Suite 202, Sioux Falls, SD, 57108; Investment-Related; 05/28/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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