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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-11-03 |
| TX | RA | APPROVED_RES | 2006-10-03 |
Branch Locations
13919 S West Bayshore Dr Ste 105 A, Traverse City, MI 49684-6215 • United States
Traverse City, MI • 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. | Traverse City | MI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Traverse City | MI | 03/2020 | Present |
Independent Insurance Brokering; American General Life Insurance Company; 07/20/2021; Fixed Annuity / Pacific Life; 06/18/2020; Fixed Annuity / Equitable; 01/31/2024; Fixed Annuity. Business Ownership; Kildee & Associates, LLC; Owner; Manage Ameriprise Business; 13919 S. West Bayshore Drive, Ste. 105A, Traverse City, MI, 49684; Investment-Related; 08/31/2013; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; Kildee & Associates; Owner; Manage advisory business; 1399 S West Bay Shore Drive, Ste. 105A, Traverse City, MI, 49684; Investment-Related; 08/31/2013; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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