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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
| WI | RA | APPROVED | 1994-01-03 |
Branch Locations
1204 S. Oak Ave, Marshfield, WI 54449 • United States
Marshfield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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; ; We own the office building that we rent to ourselves.; 1204 S. Oak AvenueMarshfield, WI 54449, ,; ; ; 1 to 9 hours per month; / Generation Partners LLC; Manage the day-to-day operations of our team. This does NOT involve securities transactions.; The purpose of this business is succession planning and to hold the value of our financial planning practice.; 1204 S. Oak Avenue, , Marshfield, WI, 54449; Not Investment-Related; 10/26/2021; 60 hours per month; 60 during trading hours. Outside Employment; Generation Partners LLC; Co-owner; Manage advisory business; 1204 South Oak Avenue, , 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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