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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-14 |
| MN | RA | APPROVED | 2013-11-18 |
Branch Locations
8325 Wayzata Blvd Ste 100, Golden Valley, MN 55426 • United States
Edina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Golden Valley | MN | 09/2005 | 03/2020 |
| Ameriprise Financial Services Llc | Golden Valley | MN | 12/2019 | Present |
Real Estate Ownership; Multi-Family; 4660 W 77th Street, , Edina, MN, 55435; Investment-Related; 08/01/2010. Business Ownership; Actifi; Just hold shares; Development of software to help advisors; 600 Highway 169 S , Suite 250, St. Louis Park, MN, 55426; Not Investment-Related; 01/01/2004; 0 hours per month; 0 during trading hours / West Metro Advisors, LLC; Co-owner; We formed the LLC so that we could lease a property.; 8325 Wayzata Blvd., Suite 100, , Golden Valley, MN, 55426; Investment-Related; 03/09/2005; 1 to 9 hours per month; 0 during trading hours / TC Trailmarkers LLC; AFA and advisor to the practice; Manage Ameriprise Business; 8325 Wayzata Blvd., Suite 100 , , Golden Valley, MN, 55426; Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Independent Contractor; musician; Rock and Roll Band; 6327 Timber Trail, , Edina, MN, 55439; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Pro Bono financial advice; MN FPA provides pro bono services to people who cannot afford a financial advisor. These are low income individiuals, students, senior citizens, and people withh special needs. They are generally virtual half hour consultations.; 8325 Wayzata Blvd, Suite 100, Golden Valley , MN, 55426; Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Prepare and Prosper; I will provide pro bono financial advice to people who cannot afford professional services. Prepare and Prosper provides free tax services.; 2610 University Ave, Suite 450, St. Paul, MN, 55410; Not Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-27 |
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