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Forrest Edward Gilbertson

Ameriprise Financial Services, LLC

Middleton, WI

Verona, WI

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-17
WI RA APPROVED 2023-02-17
  • TX RA
    APPROVED
    Since 2023-02-17
  • WI RA
    APPROVED
    Since 2023-02-17

Branch Locations

8215 Greenway Blvd Ste 200, Middleton, WI 53562 • United States

Verona, WI • 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
Loggerhead Deco Portage WI 06/2011 07/2018
Morgan Stanley Smith Barney Llc Madison WI 07/2018 01/2019
Morgan Stanley Smith Barney Llc Madison WI 01/2019 02/2023
Morgan Stanley Private Bank, N.A. New York NY 01/2019 02/2023
Ameriprise Financial Services Middleton WI 02/2023 02/2023
Morgan Stanley Private Bank, N.A New York NY 01/2019 Present
Ameriprise Financial Services, Llc Middleton WI 03/2020 03/2020
Ameriprise Financial Services, Llc. Middleton WI 02/2023 Present
  • 06/2011 → 07/2018
    Loggerhead Deco
    Portage, WI
  • 07/2018 → 01/2019
    Morgan Stanley Smith Barney Llc
    Madison, WI
  • 01/2019 → 02/2023
    Morgan Stanley Smith Barney Llc
    Madison, WI
  • 01/2019 → 02/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 02/2023 → 02/2023
    Ameriprise Financial Services
    Middleton, WI
  • 01/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 03/2020 → 03/2020
    Ameriprise Financial Services, Llc
    Middleton, WI
  • 02/2023 → Present
    Ameriprise Financial Services, Llc.
    Middleton, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
  • S66 Uniform Combined State Law Examination
    2018-11-20

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

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