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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 2021-11-10
WI RA APPROVED 2019-08-15
  • TX RA
    APPROVED_RES
    Since 2021-11-10
  • WI RA
    APPROVED
    Since 2019-08-15

Branch Locations

1204 S. Oak Ave, Marshfield, WI 54449 • United States

Marshfield, WI • 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 Marshfield WI 06/2008 03/2020
The Boson Company Marshfield WI 12/2017 01/2018
United States Soccer Assocation Marshfield WI 06/2011 08/2017
Ameriprise Financial Services, Llc Marshfield WI 03/2020 Present
  • 06/2008 → 03/2020
    Ameriprise Financial
    Marshfield, WI
  • 12/2017 → 01/2018
    The Boson Company
    Marshfield, WI
  • 06/2011 → 08/2017
    United States Soccer Assocation
    Marshfield, WI
  • 03/2020 → Present
    Marshfield, WI
Other Businesses

Independent Insurance Brokering; North American Insurance; 10/10/2025; Fixed Annuity. Business Ownership; Generation Partners LLC; Manage the day to day operations of our team. This does not involve securities transactions.; The purpose of this business is succession planning and to hold the value of our financial planning practice.; 1204 South Oak Ave, , Marshfield, WI, 54449; Not Investment-Related; 10/26/2021; 60 hours per month; 60 during trading hours. Board of Directors; Marshfield Community Advisory Board; Member; 1000 N Oak Ave, , Marshfield, WI, 54449; Not Investment-Related; 02/18/2025; 1 to 9 hours per month; 0 during trading hours / United Way; Board Member; 612 W Blodgett St, , Marshfield, WI, 54449; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Generation Partners LLC; Member - Manage the day to day operations of our team. This does NOT involve securities transactions. Preparing files, client service model and team management.; This business is what owns our Financial Planning practice and thus where we receive compensation through.; 1204 South Oak Avenue, , Marshfield, WI, 54449; Not Investment-Related; 10/26/2021; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-14
  • S66 Uniform Combined State Law Examination
    2019-08-14

View on SEC IAPD

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