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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-12 |
| MN | RA | APPROVED | 2015-10-14 |
Branch Locations
701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305 • United States
860 Blue Gentian Rd Ste 295, Eagan, MN 55121 • United States
Eden Prairie, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Edina | MN | 03/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Wayzata | MN | 03/2020 | Present |
Outside Employment; Paragon Operations, LLC; Financial Advisor - provide comprehensive advice to clients ; Manage advisory business; 701 Carlson Parkway, Ste 1040, Minnetonka, MN, 55305; Investment-Related; 09/21/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Gusties Connect; Alumni online connection resource; 800 W College Ave, St. Peter MN 56082, ,; Not Investment-Related; 11/21/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Angel Foundation; I am providing pro bono financial planning to cancer patients for Angel Foundation?s Financial Cancer Care Program (FCC). Angel Foundation is a non-profit organization, and Ameriprise Financial is a founding partner of the FCC Program. The Financial Planning Association is also involved in the development of the FCC Program. This volunteer activity involves no distribution of Ameriprise-branded sales literature or sale of Ameriprise products.; Pointe Dr, , Mendota Heights, MN, 55120; Not Investment-Related; 03/23/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Foundation For Financial Planning; volunteer to provide financial counseling; 1425 K Street Nw, Ste 750, , Washington, DC, 20005; Not Investment-Related; 04/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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