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Leah Rae Bartelme

Ameriprise Financial Services, LLC

Brookfield, WI

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-05-15
  • WI RA
    APPROVED
    Since 2023-05-15

Branch Locations

330 S Executive Dr Ste 102, Brookfield, WI 53005 • 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 Brookfield WI 06/2019 Present
Good City Brewing Milwaukee WI 06/2019 06/2020
University Of Wisconsin - Stevens Point Stevens Point WI 09/2015 05/2018
Northeast Wisconsin Technical College Green Bay WI 09/2018 05/2019
University Of Wisconsin - Green Bay Green Bay WI 09/2019 12/2020
Jr Vacation Rentals Sturgeon Bay WI 06/2015 08/2018
  • 06/2019 → Present
    Ameriprise Financial Services, Llc
    Brookfield, WI
  • 06/2019 → 06/2020
    Good City Brewing
    Milwaukee, WI
  • 09/2015 → 05/2018
    University Of Wisconsin - Stevens Point
    Stevens Point, WI
  • 09/2018 → 05/2019
    Northeast Wisconsin Technical College
    Green Bay, WI
  • 09/2019 → 12/2020
    University Of Wisconsin - Green Bay
    Green Bay, WI
  • 06/2015 → 08/2018
    Jr Vacation Rentals
    Sturgeon Bay, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2023-05-09
Other Names
  • Leah Rae Mccormick

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WHN INVESTOR SERVICES, INC.

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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