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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-12-17
IL RA APPROVED 2017-01-17
  • IA RA
    APPROVED
    Since 2019-12-17
  • IL RA
    APPROVED
    Since 2017-01-17

Branch Locations

1051 Perimeter Dr Ste 810, Schaumburg, IL 60173 • United States

Chicago, IL • 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
Waddell & Reed, Inc. Oak Brook IL 01/1999 01/2017
Various Insurance Carriers For W & R Insurance Agencies Chicago IL 05/1999 01/2017
Andersonville Chamber Of Commerce Chicago IL 03/2002 01/2017
1450 W Granville Condo Association Chicago IL 09/1999 01/2017
Andersonville Chamber Of Commerce Chicago IL 05/2014 01/2017
Kiwanis Club Of The North Shore Chicago IL 03/2000 01/2017
Bni Chicago IL 04/2016 01/2017
Ameriprise Financial Services Inc Schaumburg IL 01/2017 03/2020
Ameriprise Financial Services, Llc Schaumburg IL 03/2020 Present
  • 01/1999 → 01/2017
    Waddell & Reed, Inc.
    Oak Brook, IL
  • 05/1999 → 01/2017
    Various Insurance Carriers For W & R Insurance Agencies
    Chicago, IL
  • 03/2002 → 01/2017
    Andersonville Chamber Of Commerce
    Chicago, IL
  • 09/1999 → 01/2017
    1450 W Granville Condo Association
    Chicago, IL
  • 05/2014 → 01/2017
    Andersonville Chamber Of Commerce
    Chicago, IL
  • 03/2000 → 01/2017
    Kiwanis Club Of The North Shore
    Chicago, IL
  • 04/2016 → 01/2017
    Bni
    Chicago, IL
  • 01/2017 → 03/2020
    Ameriprise Financial Services Inc
    Schaumburg, IL
  • 03/2020 → Present
    Schaumburg, IL
Previous Registrations
  • 1999-06-30 → 2017-01-23
    Waddell & Reed
    Oakbrook, IL
    Savage, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-04-15
  • S66 Uniform Combined State Law Examination
    1999-04-15
Designations
Other Names
  • Greg Katzman
  • Gregory Katzman

View on SEC IAPD

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