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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-04-14 |
| WI | RA | APPROVED | 1994-01-03 |
Branch Locations
1204 S. Oak Ave, Marshfield, WI 54449 • United States
Marshfield, WI • 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. | Marshfield | WI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Marshfield | WI | 03/2020 | Present |
Business Ownership; TD Enterprises; co-owner of rental real estate; Rental Real Estate business with my wife, Tania Meyer. This business currently owns the building we use for our financial planning business only.; 10277 Riveredge Lane, , Marshfield, WI, 54449; Not Investment-Related; 01/01/1998; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Generation Partners LLC; member - Manage the day to day operations of our team. This does NOT involve securities transactions. Preparing files, client service model and team management.; ; 1204 S. Oak Ave., , Marshfield, WI, 54449; Not Investment-Related; 10/26/2021; 60 hours per month; 60 during trading hours / Generation Partners LLC; Co-owner; This is our payroll-only business for our financial planning practice where we use it for payroll for our employees.; 1204 S. Oak Ave., , Marshfield, WI, 54449; Not Investment-Related; 10/26/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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