Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-08-18
  • MI RA
    APPROVED
    Since 2022-08-18

Branch Locations

5991 Venture Park Dr, Kalamazoo, MI 49009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Kalamazoo MI 10/2021 Present
Huntington National Bank Three Rivers MI 05/2017 09/2021
Meijer Great Lakes Sturgis MI 09/2014 05/2017
  • 10/2021 → Present
    Kalamazoo, MI
  • 05/2017 → 09/2021
    Huntington National Bank
    Three Rivers, MI
  • 09/2014 → 05/2017
    Meijer Great Lakes
    Sturgis, MI
Other Businesses

Outside Employment; Tacy Davis dba Tacy's Treats; Owner/Baker - Baker and cake decorator; Home Bakery; 708 Wilshire Dr, , Sturgis, MI, 49091; Not Investment-Related; 05/01/2017; 1 to 9 hours per month; 0 during trading hours / Venture 59 LLC; I function as an Associate Financial Advisor for Miedema Wealth Management, and my compensation is paid via Venture 59, LLC. I receive phone calls, make trade recommendations and assist with financial planning and operations.; Manage advisory business; 5991 Venture Park Dr, , Kalamazoo, MI, 49009; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-16
  • S66 Uniform Combined State Law Examination
    2022-08-16
Other Names
  • Tacy Allan
  • Tacy Davis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kalamazoo, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor