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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2015-11-09
TX RA APPROVED 2013-06-19
GA RA APPROVED 2012-05-04
  • AL RA
    APPROVED
    Since 2015-11-09
  • TX RA
    APPROVED
    Since 2013-06-19
  • GA RA
    APPROVED
    Since 2012-05-04

Branch Locations

367 Atlanta St Se, Marietta, GA 30060 • United States

Marietta, GA • 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. Atlanta GA 01/2012 03/2020
Ameriprise Financial Services, Llc Marietta GA 03/2020 Present
Other Businesses

Real Estate Ownership; Multi-Family; 215 Green Acres Ln, , Cartersville, GA, 30121; Investment-Related; 05/25/2022 / Single Family; 169 Wright Street, , Marietta, GA, 30064; Not Investment-Related; 01/01/2025 / Single Family; 170 Ali Wood Way, , Murphy, NC, 28906; Not Investment-Related; 01/01/2025. Business Ownership; APC Holdings Group LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta Street, , MARIETTA, GA, 30060; Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / Wilder & Wilder, LLC; Member; holding company providing payroll and administrative services for financial planning business.; 367 Atlanta Street, , MARIETTA, GA, 30060; Not Investment-Related; 01/01/2019; 10 to 19 hours per month; 10 to 19 during trading hours / Mountaineering Partners LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta Street, , MARIETTA, GA, 30060; Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / Von Zeschau LLC; Owner and Operater; LLC to holding investment property in the future - previously has run investment properties in prior tax years.; 589 Lees Trace, , Marietta, GA, 30064; Investment-Related; 11/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / CVZ Properties LLC; Manage Commercial Building & Surrounding Grounds; LLC holds commercial real estate; 169 Wright Street, , Marietta, GA, 30064; Not Investment-Related; 08/06/2021; 1 to 9 hours per month; 0 during trading hours / Navigation Consulting, LLC; Primary Business Consultant and Owner/Operator.; Consulting; 589 Lees Trace, , Marietta, GA, 30064; Not Investment-Related; 05/31/2023; 10 to 19 hours per month; 1 to 9 during trading hours / MACK Holdings LLC; Owner; Manage Ameriprise Business; 589 Lees Trace, , Marietta, GA, 30064; Investment-Related; 01/02/2024; 10 to 19 hours per month; 10 to 19 during trading hours / Lightening the Load, LLC; Co-owner; Tax Preparation; 367 Atlanta Street, , Marietta, GA, 30064; Not Investment-Related; 03/15/2022; 10 to 19 hours per month; 1 to 9 during trading hours / Inselberg LLC; Owner; Hold intellectual property related to book and USPTO filings for names.; 589 Lees Trace, , Marietta, GA, 30064; Not Investment-Related; 04/30/2026; 0 hours per month; 0 during trading hours / The Climb Group LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta Street, , Marietta, GA, 30064; Investment-Related; 05/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Lightening the Load LLC; Co-owner; Tax Preparation; 367 Atlanta Street, , MARIETTA, GA, 30060; Not Investment-Related; 03/15/2022; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; The Climb Method; Writing a book that addresses financial topics and will be distributed to the public. We are pursuing self-publishing through Amazon and selling on their platform. Books will also be available on www.andreaswilder.com, a website that is being built over the next few weeks. Books may be distributed to current clients from time to time as well.; 367 Atlanta Street, , Marietta, GA, 30060; Not Investment-Related; 08/17/2026; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-02
  • S66 Uniform Combined State Law Examination
    2012-05-02

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