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Chase M Carlson

Ameriprise Financial Services, LLC

Kalamazoo, MI

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-01-05
  • MI RA
    APPROVED
    Since 2021-01-05

Branch Locations

6800 W Q Ave, Kalamazoo, MI 49009 • 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 Kalamazoo MI 01/2020 Present
Kalamazoo Country Club Kalamazoo MI 06/2016 09/2016
None Kalamazoo MI 09/2016 06/2017
The Ymca Portage MI 06/2017 09/2017
None Kalamazoo MI 09/2017 06/2018
Lee's Portage MI 06/2018 09/2018
None Kalamazoo MI 09/2018 12/2019
  • 01/2020 → Present
    Ameriprise Financial Services, Llc
    Kalamazoo, MI
  • 06/2016 → 09/2016
    Kalamazoo Country Club
    Kalamazoo, MI
  • 09/2016 → 06/2017
    None
    Kalamazoo, MI
  • 06/2017 → 09/2017
    The Ymca
    Portage, MI
  • 09/2017 → 06/2018
    None
    Kalamazoo, MI
  • 06/2018 → 09/2018
    Lee's
    Portage, MI
  • 09/2018 → 12/2019
    None
    Kalamazoo, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-23
  • S66 Uniform Combined State Law Examination
    2020-12-23

View on SEC IAPD

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