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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-03-31
MN RA APPROVED 2013-12-16
  • TX RA
    APPROVED_RES
    Since 2014-03-31
  • MN RA
    APPROVED
    Since 2013-12-16

Branch Locations

8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426 • United States

Shakopee, MN • 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. Golden Valley MN 07/2010 03/2020
Ameriprise Financial Services, Llc Golden Valley MN 03/2020 Present
Other Businesses

Business Ownership; West Metro Advisors LLC; Co-owner; Real Estate; 8325 Wayzata Blvd, Suite 100, Golden Valley, MN, 55426; Investment-Related; 07/14/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Dovetail Group LLC; Registered Team Member - AFA; Manage advisory business; 6550 York Ave S, Suite 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours. Other Business Activities; Call Committee for church pastor; I have been asked to serve on a committee at my church, Shepherd Of The Lake in Prior Lake MN. It is the Call Committee for helping/providing input to the Church Council on choosing their next Pastor. It is not a position on the Church Council, and I will not have any input on financial decisions. It is simply sitting in on the interviews they hold with the prospective pastors and providing our opinion on who the committee likes best to the Church Council. This is a completely unpaid position. Shepherd Of The Lake is not a client of mine. I do not know what financial institution they use, as I am not on the Church Council.; 3611 North Berens Road NW, , Prior Lake, MN, 55379; Not Investment-Related; 03/09/2026; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-30
  • S66 Uniform Combined State Law Examination
    2011-03-30

View on SEC IAPD

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