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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-11-05 |
Branch Locations
2012A 10Th St S (Bn), Wisconsin Rapids, WI 54494 • United States
Wisconsin Rapids, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw - Madison | Madison | WI | 08/2016 | 05/2017 |
| Sand Valley Golf Resort | Nekoosa | WI | 05/2017 | 08/2017 |
| Uw - Madison | Madison | WI | 08/2017 | 05/2018 |
| Door County Medical Center | Sturgeon Bay | WI | 05/2018 | 08/2018 |
| Uw - Madison | Madison | WI | 08/2018 | 05/2019 |
| Filbrandt Wealth Management | Middleton | WI | 03/2019 | 10/2020 |
| Ameriprise Financial Services, Llc | Plover | WI | 10/2020 | Present |
Independent Insurance Brokering; Aspirus; 07/09/2021; / Security Health Plan; 07/09/2021; . Board of Directors; Boys and Girls club of Wisconsin Rapids Area; Board Member; 501 West Grand Ave, , Wisconsin Rapids, WI, 54495; Not Investment-Related; 02/12/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; BA Superstructure, LLC; Employee; Manage advisory business; 2012a 10th St S, , Wisconsin Rapids, WI, 54494; Investment-Related; 10/22/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-16 |
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