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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-11-19 |
Branch Locations
303 N Broadway Ste 800, Billings, MT 59101-1244 • 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. | Billings | MT | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Billings | MT | 03/2020 | 11/2024 |
| Ameriprise Financial Services, Llc | Billings | MT | 11/2024 | Present |
Board of Directors; Aspen Townhomes Red Lodge Montana; Board Member Unit 3; Aspen Townhomes, 17 Country Club Road, Red Lodge , MT, 59068; Not Investment-Related; 04/15/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CRWLA LLC; AFA - Associate Financial Adviser responsible as servicing advisor under Crystal Rieker #312236; ; 303 N. 28th St. Ste.#800 Billings, Mt. 59101, ,; Investment-Related; 05/27/2018; 60 hours per month; 60 during trading hours. Other Business Activities; Christensen Consulting; I am no longer an adviser with Ameriprise in the Professional Alliance Program. I provide coaching services to business owners and work them in training leadership and transition planning. I really don&apost know if this is an outside activity since I am no longer a franchise owner and have retired from Ameriprise but I still provide services to individuals in the role of consulting with them individually but none of these services are security or insurance related. I do not provide investment advice or participate in any insurance recommendations. I also do not participate in activities that would be interpreted as RIA activities. I mostly work closely with CPA professionals and Attorneys.; 928 Senora Ave., , Billings, MT, 59105; Not Investment-Related; 03/01/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-27 |
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