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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-02-18 |
| MN | RA | APPROVED | 2013-11-25 |
| TX | RA | APPROVED | 2002-07-02 |
Branch Locations
323 S Main St, Alma, WI 54610-7715 • United States
1520 Front Porch Pl, Altoona, WI 54720 • United States
3143 Superior Dr Nw Ste A, Rochester, MN 55901 • United States
Lake City, 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 Llc | Rochester | MN | 08/2001 | Present |
Business Ownership; Cobalt Properties, LLC; My wife and I are the sole members of this LLC. It is taking the place of our previous entities (Cobalt Holdings, LP and Stolz Holdings, Inc - an S-Corp) My responsibilities include ongoing business owner duties related to the carwash, the ownership of which is being transferred into this entity.; Real Estate investment holding company; 71422 302nd AveLake City, MN 55041 (my home address), ,; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Windcliff Homeowners Association; Treasurer; PO Box 125, , Lake City, MN, 55041; Not Investment-Related; 06/08/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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