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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-16 |
Branch Locations
6405 Century Ave., Ste. 203, Middleton, WI 53562-2200 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Couri Financial | Waukesha | WI | 01/2003 | 07/2024 |
| Axa Advisors, Llc | New York | NY | 12/2010 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2010 | 07/2024 |
| Ameriprise Financial Services, Llc | Waukesha | WI | 07/2024 | Present |
Independent Insurance Brokering; Ameritas Life; 06/30/1972; Fixed Annuity, Universal Life. Board of Directors; WI Fellowship of Christian Athletes; Board Chairman; 4028 N Richland Court, , Shorewood, WI, 53211; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-09 |
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