Cassandra Duernberger

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-21
TX	RA	APPROVED	2025-01-15
WI	RA	APPROVED	2024-12-04

IL RA
APPROVED

Since 2026-07-21
TX RA
APPROVED

Since 2025-01-15
WI RA
APPROVED

Since 2024-12-04

Branch Locations

Batavia, IL • United States

1110 Fourier Dr Ste 110, Madison, WI 53717-1963 • 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

Organization	City	State	From	To
Mennenga Tax & Financial	Madison	WI	10/2020	11/2024
Harbour Investments, Inc	Madison	WI	10/2023	11/2024
Mennenga Tax & Financial	Madison	WI	10/2023	11/2024
Unemployed	Rubicon	WI	07/2020	09/2020
Cru/Agape	Ile-De-France		08/2019	06/2020
Edward Jones	Madison	WI	06/2019	08/2019
Uw Madison	Madison	WI	01/2019	05/2019
Uw Madison	Madison	WI	01/2017	05/2019
Uw Madison	Madison	WI	08/2018	12/2018
Edward Jones	Madison	WI	06/2018	08/2018
Uw Madison/Aix-Marseille Université	Aix-En-Provence		01/2018	05/2018
Uw Madison	Madison	WI	08/2017	12/2017
Uw Madison	Madison	WI	05/2017	11/2017
Kid'S Best Day Camp	Madison	WI	06/2017	08/2017
Uw Madison	Madison	WI	01/2017	05/2017
Tax & Accounting Solutions	Madison	WI	06/2019	08/2019
Uw Madison	Madison	WI	08/2016	12/2016
Ameriprise Financial Services, Llc	Madison	WI	11/2024	Present

10/2020 → 11/2024

Mennenga Tax & Financial

Madison, WI
10/2023 → 11/2024

Harbour Investments, Inc

Madison, WI
10/2023 → 11/2024

Mennenga Tax & Financial

Madison, WI
07/2020 → 09/2020

Unemployed

Rubicon, WI
08/2019 → 06/2020

Cru/Agape

Ile-De-France
06/2019 → 08/2019

Edward Jones

Madison, WI
01/2019 → 05/2019

Uw Madison

Madison, WI
01/2017 → 05/2019

Uw Madison

Madison, WI
08/2018 → 12/2018

Uw Madison

Madison, WI
06/2018 → 08/2018

Edward Jones

Madison, WI
01/2018 → 05/2018

Uw Madison/Aix-Marseille Université

Aix-En-Provence
08/2017 → 12/2017

Uw Madison

Madison, WI
05/2017 → 11/2017

Uw Madison

Madison, WI
06/2017 → 08/2017

Kid'S Best Day Camp

Madison, WI
01/2017 → 05/2017

Uw Madison

Madison, WI
06/2019 → 08/2019

Tax & Accounting Solutions

Madison, WI
08/2016 → 12/2016

Uw Madison

Madison, WI
11/2024 → Present

Ameriprise Financial Services, Llc

Madison, WI

Previous Registrations

2024-03-04 → 2024-11-25

Harbour Investments, Inc.

Madison, WI

Other Businesses

Outside Employment; Tax & Accounting Solutions, LLC; Assistant Tax Preparer & Consultant; I'm an enrolled agent (EA) and consult with Tax & Accounting Solutions, LLC (TAS). TAS is owned by my mother, Brenda Duernberger, who is not a client of Ameriprise. I assist her with tax preparation.; 211 W Pleasant St, , Iron Ridge, WI, 53035; Not Investment-Related; 12/01/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-01

S66 Uniform Combined State Law Examination

2024-02-01

Other Names

Cassandra Ann Duernberger
Cassandra Duernberger

View on SEC IAPD