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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-19 |
Branch Locations
83 W Nepessing St Box 967, Lapeer, MI 48446-2101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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