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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-03 |
Branch Locations
10060 W Loomis Rd, Franklin, WI 53132-8109 • United States
2212 E Moreland Blvd Ste 100, Waukesha, WI 53186-2918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Franklin | WI | 10/2009 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2021 | 10/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2021 | 10/2025 |
| Ameriprise Financial Services, Llc | Franklin | WI | 10/2025 | Present |
Board of Directors; Franklin Economic Development Commission; Vice Chairman; 9229 W Loomis Rd, , Franklin, WI, 53132; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Victory Creek Accounting LLC; Owner; Tax Preparation; 10060 W Loomis Rd, , Franklin, WI, 53132; Not Investment-Related; 10/31/2010; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-30 |
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