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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-03-01 |
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
715 W 1St St, Cedar Falls, IA 50613-2617 • United States
421 Main St, Reinbeck, IA 50669-1049 • United States
Reinbeck, IA • United States
109 N Main St, Charles City, IA 50616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Waterloo | IA | 09/2011 | 02/2019 |
| Lincoln Savings Bank | Reinbeck | IA | 02/2019 | 03/2024 |
| Lpl Financial Llc | Reinbeck | IA | 02/2019 | 03/2024 |
| Lsb Capital Management, Inc. | Reinbeck | IA | 12/2021 | 03/2024 |
| Ameriprise Financial Services, Llc | Reinbeck | IA | 03/2024 | Present |
Independent Insurance Brokering; Penn Mutual; 07/01/2019; Term Life, Universal Life, Whole Life / Midland Life Insurance Company; 08/20/2025; Universal Life. Business Ownership; B&R Holdings LLC; Co-owner; Real Estate; 420 Main Stree, , Reinbeck, IA, 50669; Not Investment-Related; 11/09/2021; 1 to 9 hours per month; 0 during trading hours / B&R Partners LLC; Co-owner; Manage Ameriprise Business; 421 Main Street, , Reinbeck , IA, 50669; Investment-Related; 03/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; GCMH Foundation; Chair of Investment Committee and Treasurer; 201 E J Ave , , Grundy Center , IA, 50638; Investment-Related; 01/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Grundy County Memorial Hospital Foundation; president; 201 E J Ave , , Grundy center , IA, 50638; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Cedar Valley Hospice; Board Member; 2101 Kimball Ave, , Waterloo, IA, 50702; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Little Rebels Learning Center; Vice President; 120 Cedar Street , , Reinbeck , IA, 50669; Not Investment-Related; 11/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; B&R Partners LLC; Co-owner; Manage advisory business; 421 Main Street, , Reineck, IA, 50669; Investment-Related; 03/08/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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