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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2024-11-19
  • MT RA
    APPROVED
    Since 2024-11-19

Branch Locations

Billings, MT • United States

303 N Broadway Ste 800, Billings, MT 59101-1244 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-02
S63 Uniform Securities Agent State Law Examination 1987-07-27
  • S65 Uniform Investment Adviser Law Examination
    1996-04-02
  • S63 Uniform Securities Agent State Law Examination
    1987-07-27
Designations

View on SEC IAPD

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