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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-28 |
| VT | RA | APPROVED | 1997-05-05 |
Branch Locations
120 Kimball Ave Ste 100, South Burlington, VT 05403-6837 • United States
812 Exchange St Ste 6, Middlebury, VT 05753 • United States
Ferrisburgh, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Williston | VT | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Williston | VT | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 1971 US Route 7Ferrisburgh, VT 05456, ,; Not Investment-Related; 10/20/2015 / Property was originally part of my parents' estate. At their death my brother ended up with one parcel, my sister and I ended up with the other half. My sister and I are buying the property my brother received. Property is basically a warehouse on 2 acres of land. We don't know what we will do with it long term.; 1945 US Route 7., , Ferrisburgh, VT, 05456; Not Investment-Related; 11/10/2025 / Lot/Land; Moody Road, , Lincoln , VT, 05443; Not Investment-Related; 01/04/2021. Independent Insurance Brokering; Unum; 07/11/2001; . Business Ownership; Trueguidance Holdings LLC; Owner; Manage Ameriprise Business; 5399 Williston Road, Suite 204, Williston, VT, 05495; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours. Outside Employment; TrueGuidance Holdings, LLC; Owner; Manage advisory business; 5399 Williston Road, Suite 204, Williston, VT, 05495; Investment-Related; 01/01/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-04 |
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