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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| MI | RA | APPROVED | 2024-10-18 |
Branch Locations
2400 Us Highway 41 W, Marquette, MI 49855 • United States
130 W Munising Avenue Suite A, Munising, MI 49862 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield | MI | 05/2005 | 10/2024 |
| Ameriprise Financial Services, Llc | Munising | MI | 10/2024 | Present |
Independent Insurance Brokering; Nationwide; 12/20/2005; Term Life. Business Ownership; Good Steward Holdings, LLC; Owner; Manage Ameriprise Business; 78 Co Rd Gy, , Ishpeming, MI, 49849; Investment-Related; 09/23/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; JC Beck Enterprise, LLC; Financial Advisor; Manage advisory business; 414 First Street, , Menominee, MI, 49858; Investment-Related; 10/18/2024; 40 to 59 hours per month; 40 to 59 during trading hours / Good Steward Holdings, LLC; Owner; Manage advisory business; 78 Co Rd Gy, , Ishpeming, MI, 49849; Investment-Related; 10/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-19 |
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