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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| IA | RA | APPROVED | 2021-01-08 |
Branch Locations
6919 Chancellor Dr Ste A, Cedar Falls, IA 50613-6926 • United States
Waverly, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsb Premier Wealth Management, Inc. | Waterloo | IA | 01/2010 | 01/2021 |
| Farmers State Bank | Waterloo | IA | 06/2019 | 01/2021 |
| Ameriprise Financial Services Inc | Waterloo | IA | 01/2021 | 01/2021 |
| Ameriprise Financial Services, Llc. | Cedar Falls | IA | 01/2021 | Present |
Business Ownership; Aligning Wealth, LLC; Owner; Manage Ameriprise Business; 6919 Chancellor Dr, Ste A, , Cedar Falls, IA, 50613; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours / Ever Better Fitness, LLC d/b/a Next Level Extreme Fitness of Cedar Falls; Co-owner; Physical fitness related - group fitness classes; 5911 University Ave, , Cedar Falls, IA, 50613; Not Investment-Related; 05/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; WSR Youth Baseball Club; Board Member; 602 Cedar River Pkwy, , Waverly, IA, 50677; Not Investment-Related; 08/01/2023; 1 to 9 hours per month; 0 during trading hours / Exceptional Persons, Inc.; Board Member; 760 Ansborough Ave, , Waterloo, IA, 50701; Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Aligning Wealth, LLC; Owner; Manage advisory business; 6919 Chancellor Dr, Ste A, , Cedar Falls, IA, 50613; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours. Other Business Activities; Black Hawk County Estate Planning Council; Membership in a group of estate planning attorneys, accountants and financial advisors. I would attend regular meetings to discuss topics that impact estate planning decisions for clients.; 1600 Olymic Dr, , Waterloo, IA, 50701; Not Investment-Related; 03/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-16 |
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