Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-29
WI RA APPROVED 1990-09-17
  • TX RA
    APPROVED_RES
    Since 2022-01-29
  • WI RA
    APPROVED
    Since 1990-09-17

Branch Locations

2740 S Oneida St Ste A, Green Bay, WI 54304 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Green Bay WI 09/2005 03/2020
Ameriprise Financial Services, Llc Green Bay WI 03/2020 Present
Other Businesses

Real Estate Ownership; Lot/Land; W10338 W. 6th Road, , Pound, WI, 54161; Investment-Related; 12/30/2013 / Lot/Land; W10645 County Line Road, , Thorp, WI, 54771; Investment-Related; 01/04/2003. Business Ownership; Black Diamond Enterprises; Provide client support, leadership, and direction for the business as it relates to strategic direction, operation, business development and financial management.; Entity structure supports operations of the Ameriprise Financial Practice including leadership, payment of payroll and expenses and profit distribution to owners.; 2740 S Oneida St, , Green Bay, WI, 54304; Not Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours / Holewinski Properties LLC; Manage rental units and tenants; Real Estate LLC; 1026 Quiet Harbor Ct, , Suamico, WI, 54173; Investment-Related; 06/01/1991; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-08-08
  • S63 Uniform Securities Agent State Law Examination
    1990-08-08
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Green Bay, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor