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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-27 |
| OH | RA | APPROVED | 2009-07-13 |
Branch Locations
5954 Renaissance Pl Ste A, Toledo, OH 43623-4717 • United States
912 E 2Nd St Ste 103, Defiance, OH 43512-2490 • United States
Toledo, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Toledo | OH | 11/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Toledo | OH | 03/2020 | Present |
Board of Directors; Genacross Lutheran Services Foundation; Board member; 2021 N McCord Rd, , Toledo, OH, 43617; Not Investment-Related; 05/22/2023; 1 to 9 hours per month; 0 during trading hours / Genacross Lutheran Services Foundation Board; Board Member, Secretary; 2021 N McCord Rd, , Toledo, OH, 43615; Not Investment-Related; 11/18/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Finance Committee - Genacross Lutheran Services Foundation; Member of finance committee tasked with reviewing endowment allocation, scholarship fund activity, Foundation budget. Not involved in actual management or selection of assets, but we do review allocations. Asset management is done by a third party trust company.; 2021 N McCord Rd, , Toledo, OH, 43615; Investment-Related; 08/16/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-09 |
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