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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| WI | RA | APPROVED | 2020-09-17 |
Branch Locations
100 W College Ave Floor 3, Appleton, WI 54911-5749 • United States
Neenah, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals Inc | San Antonio | TX | 07/2014 | 09/2018 |
| Ameriprise Financial Services, Inc | Edgewood | IA | 06/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Appleton | WI | 03/2020 | Present |
Business Ownership; Harvest Wealth Management, LLC; Owner and Operator; Financial Advisory; 4321 W. College Ave. Suite 204, , Appleton, WI, 54914; Investment-Related; 04/04/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-09 |
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