Best Investors Account Sign in
Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-19
  • MI RA
    APPROVED
    Since 2025-05-19

Branch Locations

83 W Nepessing St Box 967, Lapeer, MI 48446-2101 • 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
Choiceone Bank Lapeer MI 05/2021 Present
Grand Valley State University Allendale MI 08/2019 05/2023
American Eagle Outfitters Grandville MI 01/2020 03/2020
Jim Riehl's Friendly Cdjr Lapeer MI 05/2019 08/2019
E.G. Nick's Lapeer MI 04/2017 01/2022
North Branch High School North Branch MI 08/2015 05/2019
Osaic Institutions, Inc. Meriden CT 05/2023 05/2025
Ameriprise Financial Services, Llc Lapeer MI 05/2025 Present
  • 05/2021 → Present
    Choiceone Bank
    Lapeer, MI
  • 08/2019 → 05/2023
    Grand Valley State University
    Allendale, MI
  • 01/2020 → 03/2020
    American Eagle Outfitters
    Grandville, MI
  • 05/2019 → 08/2019
    Jim Riehl's Friendly Cdjr
    Lapeer, MI
  • 04/2017 → 01/2022
    E.G. Nick's
    Lapeer, MI
  • 08/2015 → 05/2019
    North Branch High School
    North Branch, MI
  • 05/2023 → 05/2025
    Meriden, CT
  • 05/2025 → Present
    Lapeer, MI
Previous Registrations
Other Businesses

Independent Insurance Brokering; Brooke Life Insurance; 05/19/2025; Fixed Annuity. Board of Directors; Lapeer Center for the Arts; Treasurer; 172 W Nepessing St, , Lapeer, MI, 48446; Not Investment-Related; 12/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; ChoiceOne Bank; Wealth advisor, attending bank meetings, working with retail staff; Dual employment with ChoiceOne Bank and Ameriprise; 83 W Nepessing Street, , Lapeer, MI, 48446; Investment-Related; 05/19/2025; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2023-11-17
Other Names
  • Olivia Phillips
  • Olivia L Phillips
  • Olivia Lauren Phillips
  • Olivia Hodgkinson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lapeer, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor