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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-19 |
| TX | RA | APPROVED_RES | 2007-03-23 |
Branch Locations
34076 County Road 3 Unit 4 Po Box 114, Crosslake, MN 56442 • United States
13850 Bluestem Ct Ste 100, Baxter, MN 56425 • United States
Brainerd, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Baxter | MN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Baxter | MN | 03/2020 | Present |
Business Ownership; SJ Mgmt., LLC; Owner; Manage Ameriprise Business; 13850 Bluestem Court, Ste 100, Baxter, MN, 56425; Investment-Related; 09/16/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SJ Mgmt., LLC; Owner; Manage advisory business; 13850 Bluestem Court, Ste 100, Baxter, MN, 56425; Investment-Related; 09/16/2022; 60 hours per month; 60 during trading hours. Other Business Activities; Habitat for Humanity; General Finance Committee Member Review financial statements, operations, and overall business activity and provide suggestions on how to improve the organizations financial position. This is done through a committee form of making a motion and voting for approval from the committee.; Brainerd, , Brainerd, MN, 56401; Not Investment-Related; 04/01/2025; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-21 |
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