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Joel Kosch

Ameriprise Financial Services, LLC

Omaha, NE

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-07-23
NE RA APPROVED 2026-06-17
  • IA RA
    APPROVED
    Since 2026-07-23
  • NE RA
    APPROVED
    Since 2026-06-17

Branch Locations

1111 N 102Nd Ct Ste 320, Omaha, NE 68114-2194 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Omaha NE 05/2026 Present
Children's Mercy Hospital Kansas City MO 04/2021 01/2022
Northwest Missouri State Advancement Office Maryville MO 02/2019 04/2021
Great American Opportunities Nashville TN 10/2014 02/2019
Raymond James Financial Services, Inc. Omaha NE 01/2022 10/2024
Southwestern Investment Group Omaha NE 01/2022 11/2022
Sagespring Wealth Partners Omaha NE 11/2022 05/2026
  • 05/2026 → Present
    Ameriprise Financial Services, Llc
    Omaha, NE
  • 04/2021 → 01/2022
    Children's Mercy Hospital
    Kansas City, MO
  • 02/2019 → 04/2021
    Northwest Missouri State Advancement Office
    Maryville, MO
  • 10/2014 → 02/2019
    Great American Opportunities
    Nashville, TN
  • 01/2022 → 10/2024
    Raymond James Financial Services, Inc.
    Omaha, NE
  • 01/2022 → 11/2022
    Southwestern Investment Group
    Omaha, NE
  • 11/2022 → 05/2026
    Sagespring Wealth Partners
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-01
S63 Uniform Securities Agent State Law Examination 2023-01-21
  • S65 Uniform Investment Adviser Law Examination
    2023-04-01
  • S63 Uniform Securities Agent State Law Examination
    2023-01-21
Other Names
  • Joel Kosch

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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