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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-12-11 |
Branch Locations
2824 Prairie Lakes Dr Ste 205, Sun Prairie, WI 53590 • United States
Deerfield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Monona | WI | 12/2013 | 12/2020 |
| Bmo Harris Financial Advisors | Monona | WI | 04/2014 | 12/2020 |
| Ameriprise Financial Services, Llc | Sun Prairie | WI | 12/2020 | Present |
Business Ownership; Kberg Operations LLC; Owner; Manage Ameriprise Business; 1133 US Highway 12 and 18, , Deerfield, WI, 53531; Investment-Related; 04/02/2021; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Kberg Operations LLC; President; Business Management; 2824 Prairie Lakes Dr , Ste 205, Sun Prairie, WI, 53590; Not Investment-Related; 06/02/2021; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-11 |
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