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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-17 |
Branch Locations
7130 S Westnedge Ave, Portage, MI 49002-4209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Richland | MI | 08/2016 | 01/2025 |
| Ameriprise Financial Services, Llc | Portage | MI | 01/2025 | Present |
Real Estate Ownership; Single Family; 429 Jennison Ave , , Kalamazoo, MI, 49006; Not Investment-Related; 06/01/2016. Outside Employment; OKL LLC; Financial Advisor that provides advise and services for compensation.; Manage advisory business; 7130 S Westnedge Ave, , Portage, MI, 49002; Investment-Related; 01/17/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-06 |
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