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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
| WI | RA | APPROVED | 2009-10-05 |
Branch Locations
1110 Fourier Dr Ste 100, Madison, WI 53717-1949 • United States
Madison, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Middleton | WI | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Middleton | WI | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Madison | WI | 03/2020 | Present |
Business Ownership; CVJ Management Group, LLC; Pass-thru entity for business expenses; Pass-thru entity for business expenses; 13 Court of Brixham, , Madison, WI, 53705; Not Investment-Related; 04/27/2017; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Mount Olive Lutheran Church Foundation, Inc.; President; 110 N. Whitney WayMadison, WI 53705, ,; ; ; 1 to 9 hours per month; . Outside Employment; SAA, LLC; Financial Advisor; Manage advisory business; 1110 Fourier Drive, , Madison, WI, 53717; Investment-Related; 01/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-06 |
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