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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2006-10-03
IL RA APPROVED 1997-12-04
  • TX RA
    APPROVED_RES
    Since 2006-10-03
  • IL RA
    APPROVED
    Since 1997-12-04

Branch Locations

15 Spinning Wheel Rd Ste 217, Hinsdale, IL 60521-7669 • United States

522 W Main St, St. Charles, IL 60174 • United States

619 W Main St, St Charles, IL 60174 • United States

St Charles, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. St Charles IL 09/2005 03/2020
Ameriprise Financial Services, Llc St Charles IL 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 605 w. MainSt. Charles IL 60174, ,; ; . Business Ownership; Larson Properties Group LLC; ; Real Estate Holdings; 605 W. Main, ,; Not Investment-Related; 05/15/2013; 1 to 9 hours per month; 1 to 9 during trading hours / Bring It! Sports LLC; ; Sports Training Academy; 310 N. 5th St.St. Charles IL 60174, ,; Not Investment-Related; 12/07/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Millington Square LLC; ; Real Estate; 619 W. Main Street St. Charles, IL 60174, ,; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours / Three Sisters Lakefront, LLC; Manager; real estate; 619 W. Main StreetSaint Charles, IL 60174, ,; Not Investment-Related; 05/07/2019; 1 to 9 hours per month; 0 during trading hours / Larson Cottages LLC; Owner; Real Estate; W5198 Stewart DR, , Elkhorn, WI, 53121; Not Investment-Related; 12/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours / The Landing of Lauderdale INC; Owner of Restaurant and small Marina; restaurant; W5625 Westshore Dr, , Elkhorn, WI, 53121; Not Investment-Related; 06/09/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Middle Green Holdings LLC; Real Estate Oversight; Real Estate; W5625 Westshore Dr, , Elkhorn, WI, 53121; Not Investment-Related; 06/24/2022; 1 to 9 hours per month; 0 during trading hours / The Whitewater Wharf Inc; Co-owner; Retail; N7660 State Park Dr, , Whitewater, WI, 53190; Not Investment-Related; 08/20/2025; 1 to 9 hours per month; 0 during trading hours / Whitewater Holdings LLC; Owner; Real Estate; N7660 State Park Dr, , Whitewater, WI, 53190; Not Investment-Related; 08/22/2025; 1 to 9 hours per month; 0 during trading hours / Larson Wealth Management LLC; Co-owner; Manage Ameriprise Business; 619 W Main St, , St Charles, IL, 60174; Investment-Related; 10/31/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Larson Wealth Management LLC; Owner; Manage advisory business; 619 W. Main St, , St Charles, IL, 60174; Investment-Related; 10/31/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-27
S63 Uniform Securities Agent State Law Examination 1996-07-10
  • S65 Uniform Investment Adviser Law Examination
    1998-01-27
  • S63 Uniform Securities Agent State Law Examination
    1996-07-10

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