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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-23 |
| TX | RA | APPROVED_RES | 2013-05-01 |
Branch Locations
1025 Industrial Dr, Spring Valley, MN 55975 • United States
3038 Jeremiah Ln Nw Ste 200, Rochester, MN 55901 • United States
122 W 2Nd St Ste 14, Winona, MN 55987 • United States
111 N Main St Ste 103, Austin, MN 55912 • United States
Rochester, MN • 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. | Rochester | MN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | MN | 03/2020 | Present |
Business Ownership; Orange Theory Fitness; ; It is a gym with treadmills, row machines and free weights led in a class setting; To be determined, ,; Not Investment-Related; 12/01/2017; 1 to 9 hours per month; 0 during trading hours / Ikigai Operations LLC; Leadership, strategic planning, client service, financial management; Entity structure supports operations of the Ameriprise Financial Planning Practice including leadership, payment of payroll and profit distribution to owners.; 3038 Jeremiah Lane NW, , Rochester, MN, 55901; Investment-Related; 06/01/2023; 60 hours per month; 60 during trading hours / The Miller Girls LLC; Manage land rental; Farm land rental; 4753 Millie Meadow Lane SW, , Rochester, MN, 55902; Not Investment-Related; 05/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / JMH Ikigai Planning LLC.; Owner; Manage Ameriprise Business; 3038 Jeremiah Lane NW, Ste 200, , Rochester, MN 55901, MN, 55901; Investment-Related; 06/10/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Integrity Point LLC.; Co-owner; Manage Ameriprise Business; 8951 Windsor Pkwy., , Johnston, IA, 50131; Investment-Related; 10/25/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Boys and Girls Club of Rochester MN; Finance Committee Member; 1026 East Center Street, , Rochester, MN, 55904; Investment-Related; 11/16/2021; 1 to 9 hours per month; 0 during trading hours / Boys and Girls Club of Rochester; Lifetime Board Member; 1026 East Center Street , , Rochester, MN, 55094; Not Investment-Related; 09/01/2015; 1 to 9 hours per month; 0 during trading hours / Deep Geo Board of Directors; Board of Directors; 39 Allston Ave, , Middleton, RI, 02842; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; JMH Ikigai Planning LLC; Owner; Manage advisory business; 3038 Jeremiah Lane NW, Ste. 200, , Rochester, MN, 55901; Investment-Related; 06/30/2026; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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