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Jamie Lynne O'ROurke

Ameriprise Financial Services, LLC

St. Cloud, MN

Rice, MN

CRD 5145887

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-26
  • MN RA
    APPROVED
    Since 2013-11-26

Branch Locations

1765 Roosevelt Rd, St. Cloud, MN 56301 • United States

Rice, MN • 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, Inc. St Cloud MN 04/2007 03/2020
Ameriprise Financial Services, Llc St Cloud MN 03/2020 Present
Other Businesses

Business Ownership; St Cloud Financial Planning Services; Co-owner; Manage Ameriprise Business; 1765 Roosevelt Road, St Cloud, MN 56301, ,; Not Investment-Related; 02/26/2018; 20 to 39 hours per month; 10 to 19 during trading hours. Board of Directors; Delta Kappa Gamma; Treasurer; 12710 Research Blvd, Ste 230, , Austin, TX, 78759; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-31
  • S66 Uniform Combined State Law Examination
    2006-07-31
Designations
  • Certified Financial Planner
Other Names
  • Jamie Lynne Petersen
  • Jamie Lynne O'ROurke
  • Jamie Lynne O Rourke
  • Jamie O'ROurke

View on SEC IAPD

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