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Kate Cressy

Ameriprise Financial Services, LLC

Chicago, IL

Minneapolis, MN

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-02
  • IL RA
    APPROVED
    Since 2025-10-02

Branch Locations

Chicago, IL • United States

901 3Rd Ave S, Minneapolis, MN 55402 • 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
Charles Schwab & Co., Inc. Denver CO 09/2022 11/2023
University Of Denver Denver CO 06/2021 06/2022
N/A Denver CO 09/2018 06/2022
N/A Eagan MN 01/2018 01/2021
Minnesota Youth Soccer Association Apple Valley MN 01/2013 01/2018
Morgan Stanley Chicago IL 11/2023 09/2025
Ameriprise Financial Services, Llc Chicago IL 09/2025 Present
  • 09/2022 → 11/2023
    Charles Schwab & Co., Inc.
    Denver, CO
  • 06/2021 → 06/2022
    University Of Denver
    Denver, CO
  • 09/2018 → 06/2022
    N/A
    Denver, CO
  • 01/2018 → 01/2021
    N/A
    Eagan, MN
  • 01/2013 → 01/2018
    Minnesota Youth Soccer Association
    Apple Valley, MN
  • 11/2023 → 09/2025
    Morgan Stanley
    Chicago, IL
  • 09/2025 → Present
    Ameriprise Financial Services, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-13
  • S66 Uniform Combined State Law Examination
    2024-06-13
Other Names
  • Kate Cressy
  • Kate Elizabeth Cressy

View on SEC IAPD

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