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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-29 |
| WI | RA | APPROVED | 2022-10-07 |
Branch Locations
13555 Bishops Ct., Ste. 255, Brookfield, WI 53005-6223 • United States
Shorewood, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 05/2015 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 05/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Brookfield | WI | 03/2019 | 10/2022 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 10/2022 | Present |
Board of Directors; Shorewood Men's club board; Treasurer; 3514 N Maryland Ave, , Shorewood, WI, 53211; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
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