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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-12 |
| FL | RA | APPROVED | 2012-07-26 |
| IL | RA | APPROVED | 1997-12-04 |
Branch Locations
535 E Diehl Rd Ste 270, Naperville, IL 60563-2260 • United States
6710 Professional Pkwy Ste 320, Lakewood Ranch, FL 34240 • United States
610 S Tamiami Trl, Osprey, FL 34229 • United States
541 N Orange Ave, Sarasota, FL 34236 • United States
Bradenton, FL • 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, Llc | Bradenton | FL | 07/1992 | 03/2020 |
| Ameriprise Financial Services, Llc | Lakewood Ranch | FL | 07/1992 | Present |
Business Ownership; Z Ranch Equestrain, LLC; I am listed as the manager of the business, I do the books for my wife's company.; This is an equestrian/agricultural business.; 6708 193rd Street east, Bradenton FL 34211, ,; Not Investment-Related; 10/26/2018; 1 to 9 hours per month; 0 during trading hours / The Consultants Group, INC.; President. I run the entity for real estate rents and lease employees through it.; Manage Ameriprise Business; 6708 193rd Street east, , Bradenton, FL, 34211; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 0 during trading hours / Casalingo SA, Villa Xena; My wife is the owner of the Corporation that owns the home, I am the sole shareholder.; Real Estate; 884400, , Glysedia, Paros, 884400, GRC; Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Frank Crum; Private Wealth Advisor - This company will be used for payroll and benefits for the practice.; ; 6710 Professional Pkwy Suite 320, , Lakewood Ranch, FL, 34240; Investment-Related; 01/01/2023; 40 to 59 hours per month; 40 to 59 during trading hours / The Consultants Group, INC.; President, Owner - I use the corporation to manage business expenses, pay staff, and other business related activities.; Manage advisory business; 6708 193rd St E, , Bradenton, FL, 34211; Investment-Related; 01/01/2015; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Waterside Rental; I own a townhouse with my wife located at 1712 Gen Lane, Lakewood Ranch FL, 34240. We are going to lease the property vs. moving into it. This will be rental income.; 1712 Gem Lane, , Sarasota, FL, 34240; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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