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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-06 |
| MN | RA | APPROVED | 2023-11-14 |
Branch Locations
Grand Meadow, MN • United States
1530 Greenview Dr Sw Ste 205, Rochester, MN 55902-4327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | MN | 06/2017 | 03/2020 |
| Enterprise Rent-A-Car | Rochester | MN | 05/2016 | 06/2017 |
| Ameriprise Financial Services, Llc | Rochester | MN | 03/2020 | Present |
Independent Insurance Brokering; Medica; 05/13/2025; Health, Medicare Supplement / United Health Care; 05/13/2025; Medicare Supplement, Health / Blue Cross Blue Shield of MN; 05/13/2025; Medicare Supplement, Health / Aetna; 05/13/2025; Medicare Supplement, Health. Outside Employment; Summit Management LLC; Registered Team Member - advisor; Manage advisory business; 1530 Greenview Dr, Ste 205, Rochester, MN, 55902; Investment-Related; 06/01/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-11 |
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