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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2024-04-19 |
| WI | RA | APPROVED | 2024-04-19 |
Branch Locations
11039 N Towne Square Rd Ste 1, Mequon, WI 53092 • United States
Mequon, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Mequon | WI | 09/2012 | 04/2024 |
| Ameriprise Financial Services, Llc | Mequon | WI | 04/2024 | Present |
Independent Insurance Brokering; United Health; 01/01/2024; Health / Network Health; 01/01/2024; Health, Medicare Supplement / Humana; 10/15/2025; Health / Aetna; 10/15/2025; Health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-31 |
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