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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-19 |
Branch Locations
1110 Fourier Dr Ste 100, Madison, WI 53717-1949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfd Distributor, Llc | Madison | WI | 09/2011 | 12/2020 |
| Madison Investment Adivsors | Madison | WI | 09/2011 | 12/2020 |
| Principal Global Investors | Des Moines | IA | 12/2021 | 05/2022 |
| Unemployed | Madison | WI | 01/2021 | 12/2021 |
| Ecio, Inc. | Madison | WI | 05/2022 | 04/2024 |
| Ecio | Madison | WI | 05/2022 | 04/2024 |
| First Weber | Madison | WI | 12/2020 | 12/2021 |
| Retirement Income Strategies | Evansville | WI | 05/2024 | 10/2024 |
| Ameriprise Financial Services, Llc | Madison | WI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-28 |
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