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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED | 2021-08-26 |
| MI | RA | APPROVED | 2010-09-16 |
Branch Locations
7130 S Westnedge Ave, Portage, MI 49002-4209 • United States
Portage, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portage | MI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Portage | MI | 03/2020 | Present |
Real Estate Ownership; Single Family; 1113 Oak St., , Kalamazoo , MI, 49008; Investment-Related; 08/08/2014. Outside Employment; OKL LLC; Financial Advisor; Manage advisory business; 7130 South Westnedge Avenue, , Portage, MI, 49002; Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-08 |
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