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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-07 |
Branch Locations
13555 Bishops Ct., Ste. 255, Brookfield, WI 53005-6223 • United States
West Bend, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Brookfield | WI | 05/2014 | 05/2019 |
| Woodbury Financial Services Inc | Brookfield | WI | 06/2019 | 10/2022 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 10/2022 | Present |
Board of Directors; Share the Gospel; Member; 3830 Richland Parkway, Unit 307, Brookfield, WI, 53045; Not Investment-Related; 09/04/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-05 |
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