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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-10 |
| WI | RA | APPROVED | 2019-08-15 |
Branch Locations
1204 S. Oak Ave, Marshfield, WI 54449 • United States
Marshfield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-14 |
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