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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2003-07-29 |
Branch Locations
2790 Mosside Blvd Ste 620, Monroeville, PA 15146-2743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pittsburgh | PA | 10/1994 | 03/2020 |
| Ameriprise Financial Services, Llc | Monroeville | PA | 03/2020 | Present |
Business Ownership; Michael A Carretta CFP Inc; Manage and pay business expenses; Manage and pay business expenses.; 174 Seneca Place, , Mars, PA, 16046; Not Investment-Related; 01/01/2004; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Clear Thoughts Foundation; Clear Thought Foundation Board Advisor; 3000 Village Run Road, Unit 103 #225, Wexford, PA, 16046; Not Investment-Related; 10/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Michael A Carretta CFP Inc; President - Management of cash flow, solo 401(k) and disbursements.; pay and manage business expenses; 174 Seneca Place, , Mars, PA, 16046; Not Investment-Related; 01/01/2004; 10 to 19 hours per month; 0 during trading hours / Robert Morris University; Part-time faculty; Teaching- part time: Part-time faculty to teach one retirement planning courses in the Fall 2026 semester at Robert Morris University.; 6001 University Blvd, , Moon Twshp, PA, 15108; Not Investment-Related; 09/11/2026; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; CFP Board Wings for Widows; Provide ProBono financial guidance for individuals that have had a sudden loss of a spouse. The support is based on CFP Board guidelines and principles.; 290 Peavey Road, , Wayzata, MN, 55391; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-12 |
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