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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-12
KS RA APPROVED 2025-12-15
  • TX RA
    APPROVED
    Since 2026-05-12
  • KS RA
    APPROVED
    Since 2025-12-15

Branch Locations

5700 W 112Th St Ste 130, Overland Park, KS 66211 • 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 Overland Park KS 05/2024 Present
Dick's Sporting Goods Leawood KS 05/2021 02/2025
Element Fitness Lenexa KS 07/2022 11/2022
Culver's Restaurants Overland Park KS 05/2019 05/2021
Owensboro Public Schools Owensboro KY 03/2015 05/2017
Blue Valley School District Overland Park KS 05/2017 05/2021
  • 05/2024 → Present
    Overland Park, KS
  • 05/2021 → 02/2025
    Dick's Sporting Goods
    Leawood, KS
  • 07/2022 → 11/2022
    Element Fitness
    Lenexa, KS
  • 05/2019 → 05/2021
    Culver's Restaurants
    Overland Park, KS
  • 03/2015 → 05/2017
    Owensboro Public Schools
    Owensboro, KY
  • 05/2017 → 05/2021
    Blue Valley School District
    Overland Park, KS
Other Businesses

Outside Employment; Creative Collaboration; Associate Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts.; Associate Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are being met; 5700 W 112th St, , Overland Park, KS, 66211; Investment-Related; 06/03/2024; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-05
S63 Uniform Securities Agent State Law Examination 2025-11-14
  • S65 Uniform Investment Adviser Law Examination
    2025-12-05
  • S63 Uniform Securities Agent State Law Examination
    2025-11-14
Other Names
  • Tristan White

View on SEC IAPD

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