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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-19 |
Branch Locations
701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305 • United States
Edina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Arden Hills | MN | 07/2009 | Present |
Business Ownership; Mainstay Strategic Partners LLC; Owner; Consulting; 5925 View Ln, , Edina, MN, 55436; Not Investment-Related; 04/24/2021; 1 to 9 hours per month; 1 to 9 during trading hours / WiseBranch LLC; Owner; Consulting; 3600 Minnesota Dr., Ste. 550, Edina, MN, 55435; Investment-Related; 05/01/2023; 60 hours per month; 60 during trading hours. Board of Directors; Life Raft; Board Member; PO Box 115, , Lincoln, VA, 20160; Not Investment-Related; 01/02/2017; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Executor. Outside Employment; Mainstay Strategic Partners LLC; Owner; Consulting & small business services for advisors and their businesses; 5925 View Ln, , Edina, MN, 55436; Not Investment-Related; 06/01/2021; 10 to 19 hours per month; 10 to 19 during trading hours / WiseBranch LLC; Owner; Coaching and consulting financial advisors (franchise consulting business) and small business owners; 3600 Minnesota Dr., Suite 550, Edina, MN, 55435; Not Investment-Related; 05/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-30 |
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