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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-07 |
| AZ | RA | APPROVED | 2023-10-23 |
| MO | RA | APPROVED | 2023-10-23 |
| IL | RA | APPROVED | 2023-10-16 |
| IA | RA | APPROVED | 2023-10-16 |
| MI | RA | APPROVED | 2023-10-16 |
| WI | RA | APPROVED | 2023-10-13 |
| MN | RA | APPROVED | 2022-11-16 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416-1089 • UNITED STATES
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lake Elmo | MN | 10/2009 | 10/2022 |
| Ameriprise Financial Services, Inc. | Lake Elmo | MN | 10/2009 | 10/2022 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-23 |
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