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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-06 |
Branch Locations
W6228 Communication Ct, Appleton, WI 54914-8531 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Appleton | WI | 06/2022 | Present |
| Simplicity Credit Union | Neenah | WI | 07/2021 | 06/2022 |
| Cone Credit Union | Neenah | WI | 06/2019 | 07/2021 |
| 1St Community Credit Union | Sparta | WI | 01/2019 | 05/2019 |
| Governmental Employees Credit Union | La Crosse | WI | 05/2017 | 12/2018 |
| Pro Image Sports | La Crosse | WI | 09/2016 | 05/2017 |
| Harbour Village Campground & Resort | Carlsville | WI | 05/2016 | 09/2016 |
Independent Insurance Brokering; AuguStar Financial; 06/30/2026; Whole Life. Business Ownership; Sunset Adventures Wealth Advisors; Co-owner; Manage Ameriprise Business; W6228 Communication Ct, , Appleton, WI, 54914; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / SJAK Holdings; Owner; Manage Ameriprise Business; 3560 W Capitol Dr, , Appleton, WI, 54914; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; SJAK Holdings LLC; Owner; Manage advisory business; 3560 W Capitol Dr, , Appleton, WI, 54914; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-01 |
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