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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-06 |
| MT | RA | APPROVED | 2015-10-28 |
| WA | RA | APPROVED | 2015-10-27 |
Branch Locations
303 N Broadway Ste 800, Billings, MT 59101-1244 • United States
Billings, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Billings | MT | 09/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Billings | MT | 03/2020 | Present |
Independent Insurance Brokering; Loyal American Life; 10/15/2016; / Heartland National; 10/15/2016; / Companion Life; 10/15/2016; / Cigna; 10/15/2016; / American Retirement Life; 10/15/2016; / United Health One; 10/15/2016; / CSI; 10/15/2016; / WellCare; 10/21/2019; / Midland National Life Insurance Company; 07/08/2020; / Penn Mutual; 09/21/2020; / Transamerica TLIC; 10/15/2016; / Sentinel Security; 10/15/2016; / Health Care Service Corporation; 10/15/2016; / Medico Corp; 10/15/2016; / Aetna; 10/15/2016; / AFLAC; 10/20/2019; / American Continental Life; 10/15/2016; / Amerigroup Ins Co; 10/15/2016; / Combined Ins Co of America; 10/15/2016; / Continental Life; 10/15/2016; / Envision Rx; 10/28/2019; / IHC Carrier Solutions; 10/15/2016; / Molina Healthcare; 10/15/2016; / National Health Insurance Company; 11/05/2020; / Standard Life and Casualty; 10/15/2016; / United Healthcare Ins Co - Medicare Solutions; 10/15/2016; / Humana, Inc.; 07/01/2013; Medicare Supplement. Business Ownership; Crystal Rieker - Artist; ; Art/ Painting; 12 N 29th St Billings, MT, ,; Not Investment-Related; 05/27/2016; 10 to 19 hours per month; 0 during trading hours / CRWLA, LLC; Owner; Franchise operations and expenses; 303 N Broadway, Suite 800 Billings, MT 59101, ,; Investment-Related; 05/27/2018; 60 hours per month; 0 during trading hours. Outside Employment; Plan Production Service Provider; The Ameriprise Franchise Group, Luminate, is wanting to pay me from their LLC, as opposed to being paid directly by one advisor. Updating OBA for compliance, and will seek an updated PPSP agreement with their operating entity. Plan Production Service Provider (PPSP): an Ameriprise Financial Services associated person who receives a fee from an advisor who is not part of their own practice for completing tasks associated with creating a written financial plan for a client of that advisor. PPSPs do not participate in traditional fee-splitting arrangements. These tasks for which the PPSP charges a fee include data entry, financial plan writing, illustration creation, or development of other supporting documents for creating a client financial plan. Specific PPSP services include: Medicare and Insurance planning preparation and case analysis, Client consultation to review Medicare and insurance recommendation proposals, automatic population of planning paperwork, collection of client information necessary for Medicare and/or insurance enrollment, if necessary. Draft PPSP document generated with RP and office manager for review.; Manage advisory business; 1601 Elm Street, Suite 4350, Dallas, TX, 75201; Investment-Related; 07/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-20 |
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