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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
| WI | RA | APPROVED | 2016-10-07 |
Branch Locations
3241A Business Park Dr, Stevens Point, WI 54482 • United States
Stevens Point, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Madison | WI | 04/2006 | 10/2016 |
| Wisconsin River Golf Club | Stevens Point | WI | 04/2006 | 10/2016 |
| Transamerica Financial Advisors, Inc | Madison | WI | 01/2012 | 10/2016 |
| Ameriprise Financial Services, Inc. | Stevens Point | WI | 10/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Stevens Point | WI | 03/2020 | Present |
Outside Employment; SAA-LLC; Associate Financial Advisor -; To manage practice operations; 3241A Business Park Dr.Stevens Point, WI 54482, ,; Not Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-12 |
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