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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_RES 2025-11-17
IA RA APPROVED 2012-02-09
  • TX RA
    APPROVED_RES
    Since 2025-11-17
  • IA RA
    APPROVED
    Since 2012-02-09

Branch Locations

701 Avenue G, Fort Madison, IA 52627 • United States

Fort Madison, 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
Ameriprise Financial Services, Inc. Fort Madison IA 02/2009 03/2020
Ameriprise Financial Services, Llc Fort Madison IA 03/2020 Present
Other Businesses

Outside Employment; PLCPA LLC; Associate Financial Advisor - I am paid through this LLC. Recently had a name change from JRD Enterprises LLC to PLCPA LLC; Manage advisory business; 701 Avenue G, , Fort Madison, IA, 52627; Not Investment-Related; 01/01/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; Potowonok Circle of King's Daughters; Treasurer; No physical street address, , Fort Madison, IA, 52627; Not Investment-Related; 09/15/2020; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-02
  • S66 Uniform Combined State Law Examination
    2012-02-02
Other Names
  • Sara J Mckeehan

View on SEC IAPD

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