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Lisa Loew Koppanyi

Ameriprise Financial Services, LLC

San Jose, CA

Auburn, CA

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-16
CA RA APPROVED 2002-02-11
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • CA RA
    APPROVED
    Since 2002-02-11

Branch Locations

1 Almaden Blvd Ste 810, San Jose, CA 95113-2215 • United States

Auburn, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. San Jose CA 09/2005 03/2020
Ameriprise Financial Services, Llc San Jose CA 03/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-06
  • S66 Uniform Combined State Law Examination
    2002-02-06
Other Names
  • Lisa Gayle Loew
  • Lisa Gayle Loew
  • Lisa Gayle Vandersteen
  • Lisa Koppanyi

View on SEC IAPD

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