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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-14 |
| MN | RA | APPROVED | 2013-11-20 |
| TX | RA | APPROVED_RES | 2010-02-22 |
Branch Locations
7212 Metro Blvd., Edina, MN 55439 • United States
1004 Collier Center Way Ste 203, Naples, FL 34110 • United States
Marco Island, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bloomington | MN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2020 | Present |
Real Estate Ownership; Lot/Land; Farm Land, ,; Investment-Related; 01/01/2013 / Commercial; 7210 and 7212 Metro Blvd Edina MN 55439, ,; Investment-Related; 02/01/2018. Independent Insurance Brokering; CM Life; 03/01/2023; Fixed Annuity. Business Ownership; LRG LLC; Owner; Real estate holding company; 7210 Metro Blvd Edina MN 55439, ,; Investment-Related; 02/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / MJW Group LLC; Partnership LLC, business activities; Business and realestate management for franchise; 7210 Metro Blvd, , Edina, MN, 55439; Not Investment-Related; 03/01/2013; 20 to 39 hours per month; 20 to 39 during trading hours / Werner Resource Group LLC; Owner; Manage Ameriprise Business; 313 Rockhill Ct, , Marco Island , FL, 34145; Investment-Related; 12/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours / TJW Group LLC; Owner; Agricultural Land; 313 Rockhill Ct, , Marco Island , FL, 34145; Investment-Related; 11/01/2011; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MJW Group LLC; Owner - Owner and CEO of the Partnership LLC; ; 7212 Metro Blvd, , Edina, MN, 55439; Investment-Related; 03/01/2013; 20 to 39 hours per month; 20 to 39 during trading hours / Certainty of Uncertainty, LLC; Contractor of Legal Entity; compensation received from an advisor owned entity established to manage the practice; 1174 Veterans Memorial Hwy , , Hauppauge, NY, 11788; Investment-Related; 04/15/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-22 |
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