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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-06 |
| MN | RA | APPROVED | 2013-12-16 |
Branch Locations
422 South Minnesota Avenue, St. Peter, MN 56082 • United States
Kasota, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Saint Peter | MN | 05/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | St Peter | MN | 03/2020 | Present |
Real Estate Ownership; This is agricultural land held in a family trust inherited from my mother. I own 1/2 of a 1/5 share.; 31486 Clarks Court, , Kasota, MN, 56050; Not Investment-Related; 03/15/2021. Business Ownership; Five Oaks RE, LLC; Co-owner; Real Estate; 422 S. Minnesota Avenue, , Saint Peter, MN, 56082; Not Investment-Related; 03/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Five Oaks, LLC; Co-owner; Manage Ameriprise Business; 422 S. Minnesota Avenue, , Saint Peter, MN, 56082; Not Investment-Related; 03/31/2026; 60 hours per month; 60 during trading hours. Outside Employment; Five Oaks, LLC; Co-owner; Manage advisory business; 422 S. Minnesota Avenue, , Saint Peter, MN, 56082; Not Investment-Related; 03/31/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-06 |
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