Mary Jo Kohman

Current Employers

Employment History

• 12/2008 → 07/2019
  Columbia Management Investment Distributors, Inc.
  Minneapolis, MN
• 07/2019 → 04/2020
  American Enterprise Investment Services Inc.
  Minneapolis, MN
• 04/2020 → 02/2023
  Ameriprise Financial Services, Llc
  Minnetonka, MN
• 02/2023 → Present
  Bluestem Wealth Partners
  Minnetonka, MN

Previous Registrations

• 2020-01-06 → 2023-02-08
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minnetonka, MN
• 2010-07-14 → 2019-10-14
  Columbia Management Investment Advisers, Llc
  Boston, MA
  Minneapolis, MN

Other Businesses

Outside Employment; LM Partners, LLC; Financial Advisor, COO; Litchfield, MN 55355; Investment Related; April 2020; 60+ hours per month; 60+ during trading hours. Other Business Activities; St. Michael Catholic Church; Member of Parish Finance Committee; high level group, not meant to get into the weeds. Review & provide input regarding strategy on how to spend Parish money, discuss new building projects and determine best way to fund i.e. via loan for full project or build partial campus now.; St. Michael, MN 55376; Investment Related; September 2020; 1-9 hours per month; 0 during trading hours/ Officer Finance Committee; Officer (Secretary) Church Finance Committee; Secretary - Finance Committee; St. Michael, MN 55376; Investment Related; August 2021; 1-9 hours per month; 0 during trading hours. West Twin Lake Home Owners Association, Pequot Lakes, MN, Treasurer, track budget, checking balance, make deposits as needed, minimal time spent

Exams

• S66 Uniform Combined State Law Examination
  2010-07-09
• S63 Uniform Securities Agent State Law Examination
  1989-05-22

Designations

Other Names

• Mary Jo Kohman Dickie
• Mary Jo K Dickie
• Mary Jo Kohmandickie
• Mary Jo Kohman
• Maryjo Kohman Dickie
• Mary Jo Kohman Dickie