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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-13 |
| TX | RA | APPROVED_RES | 2013-03-01 |
Branch Locations
750 Main St Ste 211, Mendota Heights, MN 55118 • United States
Saint Paul, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bloomington | MN | 03/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Mendota Heights | MN | 03/2020 | Present |
Business Ownership; Exeter Operational Support, LLC; Negotiate office space lease; manage payroll; oversee office benefits including retirement plan, health care, vacation; manage office technology needs; manage staffing needs; train staff;; This business will handle payroll and other office expenses beginning April 2022; 750 Main Street STE 211, , Mendota Heights, MN, 55118; Not Investment-Related; 04/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours / KWH, LLC; Owner; Manage Ameriprise Business; 750 MAIN ST STE 211, , MENDOTA HTS, MN, 55118; Not Investment-Related; 01/01/2012; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Exeter Operational Support, LLC; Co- Chief Executive Officer - Negotiate office space lease; manage payroll; oversee office benefits including retirement plan, health care, vacation; manage office technology needs; manage staffing needs; train staff;; ; 750 Main St STE 211, , Mendota Heights, MN, 55118; Not Investment-Related; 04/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours / KWH, LLC; Owner; Manage advisory business; 750 MAIN ST STE 211, , Mendota Heights, MN, 55118; Not Investment-Related; 12/19/2025; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; Vounteer team treasurer; Collect money from members of the Cretin Derham Hall Boys Varsity soccer team to be used for buying team meals, team banner, senior gifts, team banquet etc...; 1857 Colvin Ave, , Saint Paul, MN, 55116; Not Investment-Related; 08/31/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-16 |
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