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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-13 |
| IA | RA | APPROVED | 2023-03-29 |
Branch Locations
1401 E 7Th Street Po Box 266, Atlantic, IA 50022 • United States
1005 7Th St Ste 2, Harlan, IA 51537 • United States
Walnut, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau | Atlantic | IA | 10/2014 | 09/2022 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 11/2018 | 09/2022 |
| Ameriprise Financial Services, Llc | Atlantic | IA | 09/2022 | Present |
Board of Directors; Walnut Education Foundation; President; 601 Walnut St, , Walnut, IA, 51577; Not Investment-Related; 01/01/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Fish 2.O; Associate Advisor - Assist Advisor with tasks and help clients meet financial goals.; ; 1400 Central Ave, , Fort Dodge, IA, 50501; Investment-Related; 10/03/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-29 |
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