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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-28 |
| MN | RA | APPROVED | 2013-12-10 |
Branch Locations
3360 Annapolis Ln N Ste B, Plymouth, MN 55447-5386 • United States
Mound, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Wayzata | MN | 03/2020 | Present |
Business Ownership; Highest Aim RE LLC; Owner; Real Estate; 6107 Sugar Mill Ln, , Mound, MN, 55364; Investment-Related; 09/03/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Wayzata Advisors, LLC; Owner; legal entity established to manage our practice or business; 3360 Annapolis Ln N, Suite B, Plymouth, ME, 55447; Not Investment-Related; 08/01/2013; 1 to 9 hours per month; 0 during trading hours / Chena Hills LLC; Owner; It will be used to assign investment advisory fee based compensation. (asset based fee, wrap fee); 6107 Sugar Mill Ln, , Mound, MN, 55447; Investment-Related; 12/08/2015; 10 to 19 hours per month; 10 to 19 during trading hours / Highest Aim Partnership LLC; Co-owner; Manage Ameriprise Business; 3360 Annapolis Ln N, Suite B, Plymouth, MN, 55447; Investment-Related; 07/31/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Bouts Holdings; Provide coaching and consulting to CPAs and accountants. Provide estate planning consulting.; Consulting; 6107 Sugar Mill LN, , Mound, MN, 55364; Not Investment-Related; 02/03/2020; 20 to 39 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-16 |
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