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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-01 |
| WI | RA | APPROVED | 2021-09-21 |
Branch Locations
300 N Corporate Dr Ste 100, Brookfield, WI 53045 • United States
New Berlin, WI • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Brookfield | WI | 07/2013 | 06/2017 |
| Morgan Stanley | Waukesha | WI | 06/2017 | 08/2021 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 08/2021 | Present |
Board of Directors; Polanki; Advisor; P.O. Box 341458, , Milwaukee, WI, 53234; Not Investment-Related; 02/01/2021; 1 to 9 hours per month; 0 during trading hours / Polish Heritage Alliance; Director; 6941 S. 68th St., , Franklin, WI, 53132; Not Investment-Related; 10/20/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-14 |
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