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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-12
  • MI RA
    APPROVED
    Since 2024-01-12

Branch Locations

9052 E 13Th St Unit D, Cadillac, MI 49601-8258 • United States

Tustin, MI • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2017 01/2024
Hunting National Bank Cadillac MI 01/2017 02/2017
Verizon Wireless Big Rapids MI 11/2014 09/2016
Ferris State University Big Rapids MI 08/2013 12/2016
United States Army Independence MO 04/2010 12/2022
Ameriprise Financial Services, Llc Cadillac MI 01/2024 Present
  • 02/2017 → 01/2024
    St Louis, MO
  • 01/2017 → 02/2017
    Hunting National Bank
    Cadillac, MI
  • 11/2014 → 09/2016
    Verizon Wireless
    Big Rapids, MI
  • 08/2013 → 12/2016
    Ferris State University
    Big Rapids, MI
  • 04/2010 → 12/2022
    United States Army
    Independence, MO
  • 01/2024 → Present
    Cadillac, MI
Previous Registrations
  • 2017-04-19 → 2024-01-16
    Cadillac, MI
    St Louis, MO
    Cadillac, MI
    Cadillac, MI
    Cadillac, MI
Other Businesses

Business Ownership; Boyer Family Holding INC; Owner; Holding company for Ameriprise Franchisee for business expenses and employee payroll.; 21850 180th Ave, , Tustin, MI, 49688; Investment-Related; 03/04/2024; 1 to 9 hours per month; 0 during trading hours / Roundabout Financial; Co-owner; Used for payroll of staff.; 9052 E 13th Street, , Cadillac, MI, 49601; Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Cadillac Area Habitat for Humanity; Vice President; 7545 East 34 Rd, , Cadillac, MI, 49601; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Boyer Family Holding INC; Owner; entity for managing AMPF practice; 21850 180th Abe, , Tustin, MI, 49688; Investment-Related; 03/04/2024; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-13
  • S66 Uniform Combined State Law Examination
    2017-04-13
Other Names
  • Casey Michael Boyer
  • Casey M Boyer

View on SEC IAPD

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