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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-06 |
| MN | RA | APPROVED | 2019-02-13 |
Branch Locations
329 N Main St Ste 201, Austin, MN 55912-3478 • United States
3095 S County Road 45 Ste 1, Owatonna, MN 55060 • United States
Austin, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Elk River | MN | 06/2015 | 11/2016 |
| Kevin Gleitz Insurance Agency | Elk River | MN | 06/2015 | 11/2016 |
| Ameriprise Financial Services, Inc. | Austin | MN | 10/2018 | 03/2020 |
| Dave Klatt State Farm | Albert Lea | MN | 11/2016 | 10/2018 |
| Ameriprise Financial Services, Llc | Austin | MN | 03/2020 | Present |
Board of Directors; Hormel Historic Home Board of Trustee; Trustee; 208 4th Ave NW, , Austin, MN, 55912; Not Investment-Related; 10/19/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-01 |
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