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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-05 |
| CO | RA | APPROVED | 1999-01-01 |
Branch Locations
5550 S Macadam Ave Ste 102, Portland, OR 97239-3772 • United States
Sherwood, OR • 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. | Portland | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Business Ownership; Sonnenberg Estate, LLC; ; This is LLC, limited liability company, set-up to reduce liability for our personal situation as the farm leases our land from the new LLC, and the LLC holds very few/$0 assets. So if the farm or our estate is sued, we have additional liability protection. This was under the advice from our attorney and has NO business/profitability purpose.; 12933 SW Westfall RoadSherwood, OR 97140, ,; Not Investment-Related; 11/01/2016; 0 hours per month; 0 during trading hours / Sonnenberg Farm, LLC; ; Horse Training/Boarding/Breeding Facility; 12933 SW Westfall Road,Sherwood, OR 97140, ,; ; 03/01/2003; 1 to 9 hours per month; / Right Way Management, LLC; Co-owner; Manage the advisory business' operations; 5550 S. Macadam Ave., St. 102, Portland, OR, 97239; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-24 |
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