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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-07-25 |
| TX | RA | APPROVED_RES | 2006-09-28 |
| WA | RA | APPROVED | 1994-07-11 |
Branch Locations
4055 Lake Washington Blvd Ne Ste 200, Kirkland, WA 98033-7871 • United States
201 Ne Park Plaza Dr Ste 166, Vancouver, WA 98684-5808 • United States
3201 C St Ste 402, Anchorage, AK 99503 • United States
Kirkland, WA • 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. | Seattle | WA | 03/1994 | 03/2020 |
| Ameriprise Financial Services, Llc | Kirkland | WA | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 102 31st Street NW, , East Wenatchee, WA, 98802; Not Investment-Related; 11/25/2021 / Lot/Land; 0 Highway 97, , Chelan, WA, 98816; Not Investment-Related; 11/20/2021. Business Ownership; 3xEquity; Provide direction to team and speak to advisors about practice value and educate on various BD's; Consulting; 4055 Lake Washington BLVD NE, Suite 275, , Kirkland, WA, 98033; Not Investment-Related; 01/07/2013; 60 hours per month; 40 to 59 during trading hours / Totem Pole, LLC; N/A; Entity that holds a rental property; 4055 Lake Washington BLVD NE, Suite 200, , Kirkland, WA, 98033; Not Investment-Related; 09/21/2021; 0 hours per month; 0 during trading hours / Mill Bay Marine Rentals, LLC; Provide the onsite team direction; Boat rental business; 4055 Lake Washington BLVD NE, Suite 200, , Kirkland, WA, 98033; Not Investment-Related; 09/21/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Lake Chelan Property Group, LLC; N/A; Entity that holds a rental property; 4055 Lake Washington BLVD NE, Suite 200, , Kirkland, WA, 98033; Not Investment-Related; 09/21/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Crosby Coaching; N/A - not actively working it; Other Ameriprise Advisors are coached on best practice models.; 4055 Lake Washington BLVD NE, Suite 200, , Kirkland, WA, 98033; Not Investment-Related; 01/01/2009; 0 hours per month; 0 during trading hours / NMK LLC; Manager; Entity to hold/purchase commercial real estate where our Ameriprise Financial advisory office is located in Kirkland, WA.; 4055 Lake Washington BLVD NE, Suite 200, , Kirkland, WA, 98033; Not Investment-Related; 06/17/2013; 1 to 9 hours per month; 1 to 9 during trading hours / Chapala Property Group, LLC; N/A; Entity that holds a rental property; 4055 Lake Washington BVLD NE, Suite 200, , Kirkland, WA, 98033; Not Investment-Related; 09/21/2021; 0 hours per month; 0 during trading hours / Swartout Property Group, LLC; N/A; Entity that holds a rental property; 1457 Swartout Road, , Manson, WA, 98831; Not Investment-Related; 05/31/2022; 0 hours per month; 0 during trading hours / Mill Bay Marine & Storage, LLC; Provide the onsite team direction; Winter boat storage, boat repair shop and boat rentals; 221 Summer Breeze RD, , Manson, WA, 98831; Not Investment-Related; 04/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Chelanathon LLC; Owner; Multisport racing; 4055 Lake WA Blvd NE, Suite 100, Kirkland, WA, 98033; Not Investment-Related; 02/27/2025; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-21 |
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