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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| MN | RA | APPROVED | 2018-01-03 |
Branch Locations
701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305 • United States
204 Lewis Ave S Ste 104, Watertown, MN 55388 • United States
Minnetrista, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Watertown | MN | 09/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Watertown | MN | 03/2020 | Present |
Business Ownership; Lumina Studio, LLC; Owner; Manage Ameriprise Business; 1661 Dutch Lake Dr, , Minnetrista, MN, 55364; Investment-Related; 12/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Integrity Point LLC; Co-owner; Manage Ameriprise Business; 8951 Windsor Pkwy, , Johnston, IA, 50131; Investment-Related; 04/29/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; GWP Holdings LLC; Co-owner; Manage advisory business; 703 East 11th St, , Glencoe, MN, 55336; Investment-Related; 07/01/2025; 60 hours per month; 60 during trading hours / Lumina Studio, LLC; Owner; Manage advisory business; 1661 Dutch Lake Dr, , Minnetrista, MN, 55364; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
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