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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-07 |
| IL | RA | APPROVED | 2005-05-24 |
Branch Locations
619 W Main St, St Charles, IL 60174 • United States
South Elgin, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tinley Park | IL | 11/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | St Charles | IL | 03/2020 | Present |
Real Estate Ownership; Single Family; 292 Tower Hill Dr, , St Charles, IL, 60174; Not Investment-Related; 01/01/2018. Business Ownership; Larson Wealth Management, LLC; Co-owner; Manage Ameriprise Business; 619 W Main St, , St Charles, IL, 60174; Investment-Related; 12/01/2025; 60 hours per month; 60 during trading hours. Board of Directors; Tri-Cities Soccer Association; President; PO Box 477, , St. Charles, IL, 60174; Not Investment-Related; 06/28/2021; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Tri-Cities Soccer Association; Referee youth soccer games; Referee for youth soccer games; PO Box 477, , St. Charles, IL, 60174; Not Investment-Related; 09/13/1997; 1 to 9 hours per month; 0 during trading hours / Northern Illinois Soccer League; Referee Boys Youth Soccer Games; Referee Boys Youth Soccer Games; 545 S. Consumers Ave, , Palatine, IL, 60074; Not Investment-Related; 02/12/2011; 1 to 9 hours per month; 0 during trading hours / Illinois Womens Soccer League; Referee Girls Youth Soccer Games; Referee Girls Youth Soccer Games; PO Box 808, , West Dundee, IL, 60118; Not Investment-Related; 02/12/2011; 1 to 9 hours per month; 0 during trading hours / Larson Wealth Management; Managing Partner; Manage advisory business; 619 W Main St, , St Charles, IL, 60174; Investment-Related; 01/05/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-23 |
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