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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benevest | Brookfiled | WI | 01/2016 | 01/2017 |
| Fun Rental | North Prairie | WI | 05/2009 | 10/2016 |
| Sii Investments, Inc | Brookfield | WI | 07/2016 | 01/2018 |
| Woodbury Financial Services Inc | Waukesha | WI | 01/2018 | 01/2024 |
| Osaic Wealth, Inc. | Pewaukee | WI | 01/2024 | 11/2025 |
| Ameriprise Financial Services, Llc | Oconomowoc | WI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-21 |
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