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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-09-28 |
| IL | RA | APPROVED | 1998-08-17 |
Branch Locations
107 S State St, Monticello, IL 61856 • United States
6 Dunlap Ct, Savoy, IL 61874 • United States
Mahomet, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Monticello | IL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Monticello | IL | 03/2020 | Present |
Business Ownership; Sagacity First, LLC; Management Operations; Holding company to limit liability; 107 S State Street, , Monticello, IL, 61856; Not Investment-Related; 08/19/2022; 1 to 9 hours per month; 0 during trading hours / Some Sage Advice; Owner; Non-Profit Educational. This organization will provide educational information. The long term plan is to provide scholarships for those wanting to open up an entrepreneurial business.; 107 S. State Street, , Monticello, IL, 61856; Not Investment-Related; 06/01/2014; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Peace Meals; Member; Livingston Center, , Monticello, IL, 61856; Not Investment-Related; 02/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Sports Official; Sports Official - Officiating Sports Contests; ; Jackson, , Monticello, IL, 61856; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Zono Website Development; The business develops websites that have different marketing functionality(gain customers, make sales, raise awareness, etc. depending on the client need). My role will be consultative in aiding in the start of this business (run by my daughter). I will be consulting with her to develop a business plan, be a sounding board for her business focus and business decisions, and for how she presents her business to the public. This business is unrelated to my Ameriprise practice.; 430 Prestwick Ridge Way, , Knoxville, TN, 37919; Not Investment-Related; 05/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-06 |
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