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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-21 |
Branch Locations
344 Main St., Ste. 100, Seward, NE 68434-2117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Seward | NE | 11/2015 | 01/2021 |
| Kolterman Agency Inc | Seward | NE | 06/2016 | 09/2019 |
| Jones Financial Services | Seward | NE | 12/2016 | 01/2025 |
| Jones Group | Seward | NE | 07/2019 | 01/2025 |
| Union Financial, Inc. | Seward | NE | 09/2019 | 01/2021 |
| Principal Securities Inc | Seward | NE | 03/2016 | 01/2025 |
| Jones Insurance Agency, Inc. | Seward | NE | 01/2022 | 01/2025 |
| Ameriprise Financial Services, Llc | Seward | NE | 01/2025 | Present |
Real Estate License; Yes. Outside Employment; Jones Financial Services, LLC; Employee; Group Benefits; 344 Main St Suite 100, , Seward, NE, 68434; Investment-Related; 05/05/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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