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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-09
NE RA APPROVED 2020-01-16
  • TX RA
    APPROVED
    Since 2021-03-09
  • NE RA
    APPROVED
    Since 2020-01-16

Branch Locations

570 Fallbrook Blvd Ste 103, Lincoln, NE 68521 • United States

Lincoln, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc. Lincoln NE 01/2015 03/2017
Mml Investors Services, Llc Lincoln NE 03/2017 01/2020
Mass Mutual Life Insurance Company Lincoln NE 09/2016 01/2020
Ameriprise Financial Services Inc Lincoln NE 01/2020 03/2020
Ameriprise Financial Services, Llc Lincoln NE 03/2020 Present
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Lincoln, NE
  • 03/2017 → 01/2020
    Lincoln, NE
  • 09/2016 → 01/2020
    Mass Mutual Life Insurance Company
    Lincoln, NE
  • 01/2020 → 03/2020
    Ameriprise Financial Services Inc
    Lincoln, NE
  • 03/2020 → Present
    Lincoln, NE
Previous Registrations
  • 2017-03-25 → 2020-01-16
    Lincoln, NE
    Omaha, NE
    Lincoln, NE
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    Lincoln, NE
    Overland Park, KS
    Lincoln, NE
  • 1999-03-17 → 2015-01-02
    New England Securities
    Lincoln, NE
    Overland Park, KS
    Lincoln, NE
Other Businesses

Real Estate Ownership; Lot/Land; 45th St, , Lincoln, NE, 68510; Not Investment-Related; 01/27/2020. Independent Insurance Brokering; Blue Cross Blue Shield; 05/01/1994; / Aascendo; 01/01/2021; / Allstate; 03/01/2020; / Mutual of Omaha; 08/01/1984; Group / United Health Care; 01/30/2026; Group, Health / Medico; 03/15/2026; Medicare Supplement. Business Ownership; RH Wilhelm Inc.; Owner and Operator; Personal S-Corp; 1301 Piper Way, , Lincoln, NE, 68527; Not Investment-Related; 05/13/2020; 1 to 9 hours per month; 0 during trading hours. Board of Directors; St. John's Catholic Church; Financial Committee Member; Vine St, , Lincoln, NE, 68505; Not Investment-Related; 01/02/2020; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-04-27
  • S63 Uniform Securities Agent State Law Examination
    1987-04-27
Designations
Other Names
  • Ronald Harlan Wilhelm

View on SEC IAPD

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