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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-11
  • MI RA
    APPROVED
    Since 2024-03-11

Branch Locations

325 N Center St Ste 100, Northville, MI 48167 • United States

7130 S Westnedge Ave, Portage, MI 49002-4209 • 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, Llc Portage MI 08/2023 Present
Zhang Financial Portage MI 08/2022 06/2023
Orrin B Hayes Mercedes Kalamazoo MI 10/2021 08/2022
Fleetwood Group Holland MI 05/2021 08/2021
Fleetwood Group Holland MI 05/2020 08/2020
Crown Motors Holland MI 11/2017 04/2021
Western Michigan University Kalamazoo MI 08/2018 08/2023
Hamilton High & Middle School Hamilton MI 08/2013 05/2018
True North Property Management Saugatuck MI 10/2023 10/2024
  • 08/2023 → Present
    Portage, MI
  • 08/2022 → 06/2023
    Zhang Financial
    Portage, MI
  • 10/2021 → 08/2022
    Orrin B Hayes Mercedes
    Kalamazoo, MI
  • 05/2021 → 08/2021
    Fleetwood Group
    Holland, MI
  • 05/2020 → 08/2020
    Fleetwood Group
    Holland, MI
  • 11/2017 → 04/2021
    Crown Motors
    Holland, MI
  • 08/2018 → 08/2023
    Western Michigan University
    Kalamazoo, MI
  • 08/2013 → 05/2018
    Hamilton High & Middle School
    Hamilton, MI
  • 10/2023 → 10/2024
    True North Property Management
    Saugatuck, MI
Other Businesses

Business Ownership; Damask Holdings LLC; Owner; This is not currently an active business. It may be used for a rental property in the future. At this time, it is purely opened just to hold onto the name if wanted for later use.; 3019 Forestview Drive, , Hamilton, MI, 49419; Not Investment-Related; 02/07/2025; 0 hours per month; 0 during trading hours. Outside Employment; OKL LLC; I work as an associate financial advisor. Servicing my own clients and providing support to other associate financial advisors.; OKL LLC pays the salaried portion of my compensation; 7130 S Westnedge Ave, , Portage, MI, 49002-4209; Investment-Related; 08/28/2023; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-08
  • S66 Uniform Combined State Law Examination
    2024-03-08
Other Names
  • Eric Fitzwilliams

View on SEC IAPD

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