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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-22
IA RA APPROVED 2021-01-08
  • TX RA
    APPROVED
    Since 2025-07-22
  • IA RA
    APPROVED
    Since 2021-01-08

Branch Locations

6919 Chancellor Dr Ste A, Cedar Falls, IA 50613-6926 • United States

Waverly, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-16
  • S66 Uniform Combined State Law Examination
    2009-02-16
Designations
Other Names
  • Jordan Alborn

View on SEC IAPD

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