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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-10 |
| NE | RA | APPROVED | 2015-07-13 |
Branch Locations
612 W Benjamin Ave, Norfolk, NE 68701-2982 • United States
Norfolk, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison County Nebraska | Madison | NE | 01/2013 | 12/2020 |
| Ameriprise Financial Services, Inc. | Norfolk | NE | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Norfolk | NE | 03/2020 | Present |
Real Estate Ownership; Single Family; 410 S. 1st St. - Norfolk, NE 68701, ,; Not Investment-Related; 08/15/2012 / Single Family; 312 S 13th St, , Norfolk, NE, 68701; Not Investment-Related; 10/05/2022. Independent Insurance Brokering; Mutual of Omaha; 10/19/2015; Health / United Healthcare; 10/19/2015; / SilverScript; 06/15/2016; / United American; 11/30/2016; / Bankers Fidelity Life Insurance Company; 03/05/2018; / Allstate Health Solutions; 12/14/2022; / Aetna; 11/13/2019; / Humana; 05/21/2021; / National Health Insurance Company; 03/25/2022; / Ameritas; 05/15/2023; Medicare Supplement, Health / Liberty Bankers American Benefit Life Insurance Company; 11/28/2023; Medicare Supplement, Health / Physicians Mutual; 03/27/2024; Medicare Supplement, Health / Blue Cross Blue Shield; 02/20/2025; Medicare Supplement / Nassau Life Insurance Company; 06/19/2025; Medicare Supplement / Cigna; 08/25/2025; Medicare Supplement / ACE Property & Casualty Insurance Company; 08/28/2025; Medicare Supplement / AFLAC / Tier One; 11/26/2025; Medicare Supplement / GPM Health and Life Insurance Company; 07/06/2026; Medicare Supplement. Business Ownership; Carson Avenue Properties, LLC; ; Property Management; 312 S. 13th St. Norfolk, NE 68701, ,; Not Investment-Related; 08/18/2011; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Face Down Productions Inc.; President; 720 E Norfolk Ave, , Norfolk, NE, 68701; Not Investment-Related; 04/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Spielman, LLC; Assist in the management of the OSJ; Manage advisory business; 112 N 2nd St, , Cherokee, IA, 51012; Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-18 |
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