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Tanner Joseph Theis

Ameriprise Financial Services, LLC

Shakopee, MN

Shakopee, MN

CRD 7571009

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-27
  • MN RA
    APPROVED
    Since 2026-07-27

Branch Locations

Shakopee, MN • United States

1275 Ramsey Street Suite 800, Shakopee, MN 55379 • 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
Ameriprise Financial Services, Llc Shakopee MN 05/2022 Present
Ameriprise Financial Shakopee MN 06/2019 04/2022
O'BRien's Public House Shakopee MN 11/2018 08/2021
Shakopee Middle School Shakopee MN 09/2015 08/2017
Holy Family High School Victoria MN 09/2017 10/2018
  • 05/2022 → Present
    Ameriprise Financial Services, Llc
    Shakopee, MN
  • 06/2019 → 04/2022
    Ameriprise Financial
    Shakopee, MN
  • 11/2018 → 08/2021
    O'BRien's Public House
    Shakopee, MN
  • 09/2015 → 08/2017
    Shakopee Middle School
    Shakopee, MN
  • 09/2017 → 10/2018
    Holy Family High School
    Victoria, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-21
S65 Uniform Investment Adviser Law Examination 2026-07-22
  • S63 Uniform Securities Agent State Law Examination
    2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-07-22

View on SEC IAPD

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