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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2013-11-01 |
Branch Locations
1601 E. Racine Avenue Suite 103, Waukesha, WI 53186 • United States
Menomonee Fls, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Waukesha | WI | 08/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Waukesha | WI | 03/2020 | Present |
Business Ownership; B&B Lifeworx LLC; Member; Pass through entity for business expenses; 1601 E Racine Ave Suite 103, , Waukesha, WI, 53186; Not Investment-Related; 08/15/2016; 1 to 9 hours per month; 0 during trading hours / MPB Group LLC; Member; Pass-through entity for business expenses; 1601 E Racine Ave, Suite 103, , Waukesha, WI, 53186; Not Investment-Related; 10/20/2017; 1 to 9 hours per month; 0 during trading hours / Broesch & Co., S.C.; Co-owner; Tax Preparation; 1601 E Racine Ave, Suite 101, , Waukesha, WI, 53186; Not Investment-Related; 06/01/2004; 60 hours per month; 60 during trading hours / Legacy Acres LLC; Member; Tree Farm / Real Estate; 1601 E Racine Ave, Suite 101, , Waukesha , WI, 53186; Not Investment-Related; 10/09/2017; 0 hours per month; 0 during trading hours. Board of Directors; Grace Bible Fellowship of West Bend; Financial Secretary; 420 N 9th Ave, , West Bend, WI, 53090; Not Investment-Related; 12/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Broesch & Co., S.C.; Co-owner; Tax Preparation; 1601 E Racine Ave, Suite 101, , Waukesha, WI, 53186; Not Investment-Related; 06/01/2004; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-01 |
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