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6601 Boulder Brook Court, Dubuque, IA 52003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-24 |
| WI | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dubuque | IA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Dubuque | IA | 03/2020 | 06/2026 |
| Stackstone Wealth, Llc | Dubuque | IA | 06/2026 | Present |
1. BALANCED GROWTH PARTNERS, LLC; CO-OWNER; MANAGE AMERIPRISE BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 10/13/2016; 60 HOURS PER MONTH; 40 TO 50 DURING TRADING HOURS. 2. RLW, LLC; MANAGING MEMBER - MANAGE ADVISORY BUSINESS; 500 PARK STREET PO BOX 504, DICKEYVILLE, WI, 53808; INVESTMENT-RELATED; 01/01/2022; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 3. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 01/13; HOURS AS NEEDED TO SERVICE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
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