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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luther Preparatory School | Watertown | WI | 08/2012 | 05/2016 |
| Culver's | Mequon | WI | 06/2014 | 06/2017 |
| Highland House | Mequon | WI | 06/2016 | 03/2020 |
| Martin Luther College | New Ulm | MN | 08/2016 | 05/2020 |
| Traditional Concrete Inc. | Menomonee Falls | WI | 05/2020 | 07/2022 |
| Wisconsin Lutheran Seminary | Mequon | WI | 08/2020 | 06/2021 |
| American Family Life Assurance Company | Brentwood | TN | 08/2022 | 11/2022 |
| Highland Wealth Management | Columbia | TN | 11/2022 | 11/2024 |
| Lpl Financial Llc | Lewisburg | TN | 11/2022 | 11/2024 |
| Ameriprise Financial Services, Llc | Columbia | TN | 11/2024 | Present |
Independent Insurance Brokering; Ameritas; 11/22/2025; Disability Income. Board of Directors; Columbia Soccer Association; Adult Soccer League Director; 6148 Trotwood Ave, , Columbia, TN, 38401; Not Investment-Related; 07/26/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-30 |
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