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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-29 |
| WI | RA | APPROVED | 2021-02-22 |
Branch Locations
725 Heartland Trl Ste 200, Madison, WI 53717 • United States
Madison, WI • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Madison | WI | 02/2012 | 09/2018 |
| Jwh Group Llc | Madison | WI | 09/2018 | 02/2021 |
| Ameriprise Financial Services Inc | Madison | WI | 02/2021 | 02/2021 |
| Ameriprise Financial Services, Llc | Madison | WI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Madison | WI | 02/2021 | Present |
Business Ownership; JWH GROUP, LLC; 50% partner of this passthrough entity; Passthrough entity; 725 Heartland Trail STE 200, , Madison, WI, 53717; Investment-Related; 01/01/2019; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-20 |
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