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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-29 |
| IL | RA | APPROVED | 1998-02-06 |
Branch Locations
1761 S Naperville Rd Ste 100, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wheaton | IL | 08/1990 | 03/2020 |
| Ameriprise Financial Services, Llc | Wheaton | IL | 03/2020 | Present |
Business Ownership; Legacy Solutions, Inc.; Executive Leadership and Management; Provide outsourcing capabilities and regular office services, staffing, and operational services for Financial Advisors.; 1761 S. Naperville Rd, Suite 100, , Wheaton, IL, 60189; Not Investment-Related; 11/08/2019; 10 to 19 hours per month; 1 to 9 during trading hours / Livewell Insights, LLC; Co-owner; Retail; 417 Brantley Place, , Wheaton, IL, 60187; Not Investment-Related; 12/22/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Prime Strategies Group, LLC; Managing Member, 50% Owner; Personal Real Estate and office space; 1761 S Naperville Rd Suite 100, , Wheaton, IL, 60189; Not Investment-Related; 08/14/2020; 1 to 9 hours per month; 0 during trading hours. Board of Directors; 1761 Park East Office Condominium Association; Director & Secretary; 1761 S. Naperville Road, , Wheaton, IL, 60189; Not Investment-Related; 07/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-26 |
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