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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-08-17 |
Branch Locations
1000 Monarch St Ste 250, Lexington, KY 40513-1945 • United States
Lexington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wheeler Financial Services, Pllc | Lexington | KY | 01/2016 | 07/2020 |
| Avantax Investment Services, Inc. | Lexington | KY | 01/2016 | 08/2020 |
| Avantax Advisory Services | Lexington | KY | 01/2016 | 08/2020 |
| Wheeler Financial Solutions, Pllc | Lexington | KY | 02/2016 | 07/2020 |
| Employee Benefit Associates | Lexington | KY | 02/2019 | 07/2020 |
| Ameriprise Financial Services, Llc | Lexington | KY | 08/2020 | Present |
Independent Insurance Brokering; Athene; 04/30/2024; Fixed Annuity. Business Ownership; TCA Services, LLC; Co-owner; Manage Ameriprise Business; 1000 Monarch St , Suite 250, Lexington, KY, 40513; Investment-Related; 01/01/2026; 10 to 19 hours per month; 10 to 19 during trading hours / Lanah & J Holdings, LLC; Owner; Manage Ameriprise Business; 1000 Monarch St, , Lexington, KY, 40513; Investment-Related; 10/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Prevent Child Abuse Kentucky; Board Member; 2265 Harrodsburg Road, Suite 200, , Lexington, KY, 40504; Investment-Related; 03/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Lanah & J Holdings, LLC; Owner; Manage advisory business; 1000 Monarch St, Suite 250, Lexington, KY, 40513; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-12 |
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