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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-22 |
| WI | RA | APPROVED | 2020-02-07 |
Branch Locations
2331 Enterprise Dr, Oshkosh, WI 54904 • United States
Neshkoro, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Berlin | Berlin | WI | 10/2012 | 07/2017 |
| Gold Standard Financial Wellness Company Llc | Neshkoro | WI | 07/2017 | Present |
| Ameriprise Financial Services, Inc | Oshkosh | WI | 04/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Oshkosh | WI | 03/2020 | Present |
Board of Directors; St John Lutheran School PTL; Treasurer; 146 Mound StBerlin, WI 54923, ,; Not Investment-Related; 09/01/2018; 1 to 9 hours per month; 0 during trading hours / Professional Women's Connection of Ripon/Green Lake; President; 175 N Douglas St, , Ripon, WI, 54971; Not Investment-Related; 09/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Tastefully Simple; Consultant - sales; ; 1920 Turning Leaf Ln SW, , Alexandria, MN, 56308; Not Investment-Related; 10/31/2019; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-17 |
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