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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2022-01-28 |
| MI | RA | APPROVED | 2020-08-25 |
| IN | RA | APPROVED | 2017-05-30 |
Branch Locations
544 Lakeview Pkwy Ste 100, Vernon Hills, IL 60061-1888 • United States
839 Main St Ste 100, Lafayette, IN 47901 • United States
1110 Washington Ave, Bay City, MI 48708 • United States
Frankfort, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Lafayette | IN | 03/2008 | 05/2017 |
| Ameriprise Financial Advisors Inc. | Lafayette | IN | 05/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Lafayette | IN | 03/2020 | Present |
Business Ownership; NRL Properties, LLC; ; Owning Property where Bison is residing.; 839 Main St. Suite 100Lafayette, IN 47901, ,; Not Investment-Related; 08/01/2008; 10 to 19 hours per month; 10 to 19 during trading hours / Dunnuck Farms; Small hobby farm. sell eggs and beef.; Farm; 6724 N State Road 75, , Frankfort, IN, 46041; Not Investment-Related; 03/01/2020; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; The Arts Federation; Board Member; 638 North St , , Lafayette, IN, 47901; Not Investment-Related; 10/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Bison Investment Advisors, Inc; Co-owner; Manage advisory business; 839 Main St. Suite 100, , Lafayette, IN, 47901; Investment-Related; 09/24/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-19 |
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