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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-11 |
| WA | RA | APPROVED | 2025-09-12 |
Branch Locations
2012A 10Th St S (Bn), Wisconsin Rapids, WI 54494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wisconsin Rapids | WI | 04/2024 | 11/2025 |
| Homemaker | North Bend | WA | 05/2012 | 04/2024 |
| Norwex | North Bend | WI | 01/2021 | Present |
| Doterra | North Bend | WA | 12/2013 | Present |
| Ameriprise Financial Services, Llc | Wisconsin Rapids | WI | 11/2025 | Present |
Outside Employment; doTERRA; Wellness Advocate; Retail; 13726 460th Ct. SE, , North Bend, WA 98045, WA, 98045; Not Investment-Related; 12/01/2013; 1 to 9 hours per month; 0 during trading hours / Norwex; Independent Consultant; Retail; 13726 460th Ct. SE, , North Bend, WA 98045, WA, 98045; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / BA Superstructures LLC; I am a financial advisor on the team and my main role is client support and financial planning.; Manage advisory business; 2012a 10th Street S, , Wisconsin Rapids, WI, 54494; Investment-Related; 04/24/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
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