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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-08-14
TX RA APPROVED_RES 2022-05-05
WI RA APPROVED 2018-05-10
  • MO RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED_RES
    Since 2022-05-05
  • WI RA
    APPROVED
    Since 2018-05-10

Branch Locations

Great Southern Finanical Svcs 1342 E Kingsley St Ste E, Springfield, MO 65804 • United States

Nixa, MO • 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, Inc. Wisconsin Rapids WI 10/2017 03/2020
Unemployed Port Edwards WI 07/2017 10/2017
Aaa Erie PA 05/2017 07/2017
State Farm Erie PA 01/2017 05/2017
Unemployed Erie PA 09/2016 01/2017
Anne Taylor Loft Buffalo NY 07/2016 09/2016
Ameriprise Financial Services, Llc Wisconsin Rapids WI 03/2020 Present
  • 10/2017 → 03/2020
    Ameriprise Financial Services, Inc.
    Wisconsin Rapids, WI
  • 07/2017 → 10/2017
    Unemployed
    Port Edwards, WI
  • 05/2017 → 07/2017
    Aaa
    Erie, PA
  • 01/2017 → 05/2017
    State Farm
    Erie, PA
  • 09/2016 → 01/2017
    Unemployed
    Erie, PA
  • 07/2016 → 09/2016
    Anne Taylor Loft
    Buffalo, NY
  • 03/2020 → Present
    Wisconsin Rapids, WI
Other Businesses

Independent Insurance Brokering; United Health Care; 05/24/2021; Health / Anthem BCBS; 05/24/2021; / Humana; 05/28/2021; / Aspirus Health Plan; 05/28/2021; / Wellcare; 05/28/2021; / WPS; 05/28/2021; / Aetna; 02/23/2023; / Cigna; 03/31/2025; Health, Medicare Supplement / Blue Cross Blue Shield Blue Care Network Michigan; 07/25/2025; Health, Medicare Supplement / Priority Health; 07/25/2025; Health, Medicare Supplement. Business Ownership; Clarity Health Insurance LLC; Owner; Health Insurance - Marketplace and Medicare; 610 N Baywood Dr, , Nixa, MO, 65714; Not Investment-Related; 08/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Ron Penney; I work in a financial advisor and support capacity for the team meeting with clients, making recommendations, taking verbal authorizations, placing trades, writing insurance policies, financial planning, etc.; Manage advisory business; 1342 E Kinsley St , Suite E, Springfield, MO, 65804; Investment-Related; 08/05/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-30
  • S66 Uniform Combined State Law Examination
    2018-03-30
Other Names
  • Amanda Jane Parrett

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