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Montana Morgan Tillmann

Ameriprise Financial Services, LLC

Green Bay, WI

CRD 6804760

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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
WI RA APPROVED 2026-06-09
  • WI RA
    APPROVED
    Since 2026-06-09

Branch Locations

1331 North Rd Ste 100, Green Bay, WI 54313 • 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 Green Bay WI 08/2021 Present
Southwest Highschool Green Bay WI 09/2012 09/2016
University Of Wisconsin Eau Cliare Eau Claire WI 09/2016 05/2020
Ameriprise Financial Services Llc Green Bay WI 05/2020 08/2021
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-04
  • S66 Uniform Combined State Law Examination
    2026-06-04
Other Names
  • Montana Morgan Piper-Thomas
  • Montana Morgan Thomas
  • Montana Morgan Piper Thomas

View on SEC IAPD

Nearby Firms

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ONELEGACY ADVISORS, LLC
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Nearby Investors

CHRISTOPHER LEE FEUTZ
MARK BRIAN PIPER
Zachary Mano Gilson

Nearby Offices

MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI

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