Joseph H Khasho

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Rolling Meadows, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rolling Meadows, IL

Other Businesses

Business Ownership; Allocations, Inc.; President; This business will be primarily involved in collecting licensing fees for Budgeting System and outlined in other OBA disclosures.; 1600 Golf Rd Suite 1200, , Rolling Meadows, IL, 60008; Not Investment-Related; 06/24/2011; 1 to 9 hours per month; 0 during trading hours / Pockkets, LLC; Manager; This company will primarily market software related to budgeting systems outlined in other OBA disclosures.; 1600 Golf Rd Suite 1200, , Rolling Meadows, IL, 60008; Not Investment-Related; 10/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Near Death Experience Research Foundation, Inc.; Contributor Member; 1600 Golf Rd Suite 1200, , Rolling Meadows, IL, 60008; Not Investment-Related; 08/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Automated Cash Flow System; Test and Develop software/technology for an automated cash flow system whereby individuals can more effectively manage household budgets. The system is not intended and, as far as I am aware, does not compete with the sale of any products or services that Ameriprise currently offers through advisors. If anything, it may even be something that will be marketed to advisors.; My home address at 139 N Spring Ave, LaGrange, IL 60525 unless a, ,; ; 04/15/2011; 1 to 9 hours per month; / Nonprofit Financial Literacy Outreach; Nonprofit Financial Literacy Outreach:The activity enlists the assistance of 501(c)3 nonprofit organizations and religious institutions for the purposes of increasing financial literacy in their communities and areas of influence. The program is designed to improve financial literacy through group education and one-on-one assistance programs help address gaps in financial capability between those who struggle and those who prosper in their personal finances. Using data from government sources such as the U.S. Financial Capability Study or through various comments and press releases made by the Treasury Department, the aim is to empower individuals with knowledge in a group setting that enables points of accountability to help individuals take better control of their personal finances. Using relevant nonprofits like churches or other organizations, I aim to help empower those organizations better serve their members and wider target audience, especially young adults, better prepare financially for life and life?s financial challenges.; 106 Calendar Ave #230, , La Grange, IL, 60525; Not Investment-Related; 05/15/2020; 1 to 9 hours per month; 0 during trading hours / Near Death Experience Research Foundation, Inc.; Acting as agent for the company in operational activities and onboarding/training volunteers; 1600 Golf Rd Suite 1200, , Rolling Meadows, IL, 60008; Not Investment-Related; 02/18/2019; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-03-24

Other Names

• Joseph Khasho