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6601 Boulder Brook Court, Dubuque, IA 52003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dubuque | IA | 01/1998 | 03/2020 |
| Ameriprise Financial Services, Llc | Dubuque | IA | 03/2020 | 06/2026 |
| Stackstone Wealth, Llc | Dubuque | IA | 06/2026 | Present |
1. BALANCED GROWTH PARTNERS, LLC; CO-OWNER; MANAGE AMERIPRISE BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 10/13/2016; 60 HOURS PER MONTH; 40 TO 50 DURING TRADING HOURS. 2. RLW, LLC; MANAGING MEMBER - MANAGE ADVISORY BUSINESS; 500 PARK STREET PO BOX 504, DICKEYVILLE, WI, 53808; INVESTMENT-RELATED; 01/01/2022; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 3. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 07/96; HOURS AS NEEDED TO SERVICE CLIENTS. 4. REAL ESTATE OWNERSHIP; LOT/LAND; 27886 150TH ST, MAQUOKETA, IA, 52060; INVESTMENT-RELATED; 03/01/2020; SINGLE FAMILY; 1111 N RIVERVIEW ST, , BELLEVUE, IA, 52031; 07/08/2021; SINGLE FAMILY; 609 PINE DRIVE, BELLEVUE, IA, 52031; 12/13/2024; INVESTMENT-RELATED 5. GLCR, LLC; MANAGE THE BUSINESS AND SERVE AS THE LEAD CONSULTANT.; CONSULTING; 117 RIVER RIDGE DR, BELLEVUE, IA, 52031; INVESTMENT-RELATED; 12/15/2021; 60 HOURS PER MONTH; 60 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
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