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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-11
  • WI RA
    APPROVED
    Since 2025-04-11

Branch Locations

1204 S. Oak Ave, Marshfield, WI 54449 • 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, Llc Marshfield WI 08/2023 Present
Unemployed Marshfield WI 05/2021 07/2023
Us Bank Minneapolis MN 02/2011 06/2017
Unemployed Brooklyn Center MN 07/2017 05/2018
Jt Homes & Properties St. Louis MO 06/2018 04/2021
  • 08/2023 → Present
    Marshfield, WI
  • 05/2021 → 07/2023
    Unemployed
    Marshfield, WI
  • 02/2011 → 06/2017
    Us Bank
    Minneapolis, MN
  • 07/2017 → 05/2018
    Unemployed
    Brooklyn Center, MN
  • 06/2018 → 04/2021
    Jt Homes & Properties
    St. Louis, MO
Other Businesses

Outside Employment; Generation Partners LLC; Employee; Manage advisory business; 1204 South Oak Ave, , Marshfield, WI, 54449; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-30
S63 Uniform Securities Agent State Law Examination 2011-04-30
  • S66 Uniform Combined State Law Examination
    2024-07-30
  • S63 Uniform Securities Agent State Law Examination
    2011-04-30
Other Names
  • Tammy Lyn Phillipp
  • Tammy Lynn Schmidt

View on SEC IAPD

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