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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-19 |
| KS | RA | APPROVED | 1999-08-16 |
Branch Locations
5700 W 112Th St Ste 130, Overland Park, KS 66211-1749 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Overland Park | KS | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Overland Park | KS | 03/2020 | Present |
Outside Employment; Creative Collaboration; 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 Street, Suite 130, , Overland Park, KS, 66211; Investment-Related; 02/01/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-23 |
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