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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| MI | RA | APPROVED | 2010-10-08 |
Branch Locations
2701 Troy Center Dr Ste 291, Troy, MI 48084 • United States
Rochester Hills, MI • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Troy | MI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Troy | MI | 03/2020 | Present |
Outside Employment; OKL, LLC; My roles/responsibilities include servicing clients of Ameriprise Financial.; Manage advisory business; 2701 Troy Center Dr, , Troy, MI, 48084; Investment-Related; 06/25/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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