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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 1994-05-09
  • TX RA
    APPROVED
    Since 1994-05-09

Branch Locations

150 Pine Forest Drive Ste 601, Shenandoah, TX 77384 • United States

The Woodlands, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Shenandoah TX 09/2005 03/2020
Ameriprise Financial Services, Llc Shenandoah TX 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 150 Pine Forest Drive, Ste 601, , Shenandoah, TX, 77384; Not Investment-Related; 08/01/2016. Business Ownership; Circle Oaks Farm; Co-owner; This LLC is intended to provide personal liability protection for my vacation property (40.54 acres: 12932 Schoenemann Rd, Carmine, TX 78932) which is under Wildlife Exemption and generates no income. I am currently in the process of acquiring an additional 45.54 acres that is adjoined to my existing property. If successful, the new acreage will be placed into this LLC. The closing date will be on October 14, 2025, and this property is under an Agricultural Valuation. The AG exemption will be maintained and the property will generate revenue from cattle grazing and hay cutting leases.; 12932 Schoenemann Road, , Carmine, TX, 78932; Not Investment-Related; 10/14/2025; 1 to 9 hours per month; 0 during trading hours / NSB REI; Owner; Real Estate; 150 Pine Forest Drive, Suite 601, Shenandoah, TX, 77384; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours / NSB Solutions; Owner; Manage Ameriprise Business; 150 Pine Forest Drive, Suite 601, Shenandoah, TX, 77384; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours. Outside Employment; NSB Solutions; Owner; Manage advisory business; 150 Pine Forest Drive, Suite 601, Shenandoah, TX, 77384; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-22
  • S63 Uniform Securities Agent State Law Examination
    1994-04-22
Other Names
  • Steve Burchett

View on SEC IAPD

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