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Detailed Report
JEFFREY PATRICK LOISELLE
CRD#: 1632943
IA
Investment Adviser
B
Broker
AMERIPRISE FINANCIAL SERVICES, LLCCRD#: 6363 300 N Corporate Dr Ste 100
Brookfield, WI 53045
Registration History
199019952000200520102015202020252 FIRMS2009 - Present (15 years)BAMERIPRISE ADVISOR SERVICES, INC. (CRD# 5979)1989 - 2009 (19 years)BOFFERMAN & CO., INC. (CRD# 345)1987 - 1989 (2 years)IAAMERIPRISE ADVISOR SERVICES, INC. (CRD# 5979)2007 - 2009 (2 years)IARSM MCGLADREY, INC. (CRD# 111221)2002 - 2003 (<1 year)IAH&R BLOCK FINANCIAL ADVISORS, INC. (CRD# 5979)2003 - 2003 (<1 year)
License(s)

State Registrations

B
Arizona 10/5/2009
B
New York 10/5/2009
B
Florida 10/5/2009
B
Texas 10/5/2009
B
Illinois 10/5/2009
IA
Texas 2/20/2010
B
Massachusetts 8/30/2010
B
Washington 6/22/2011
B
Minnesota 8/3/2015
B
Wisconsin 10/5/2009
B
Nevada 10/18/2017
IA
Wisconsin 10/5/2009

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363)
300 N Corporate Dr Ste 100, Brookfield, WI 53045
Dousman, WI
Registered with this firm since 10/5/2009
B
AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363)
300 N Corporate Dr Ste 100, Brookfield, WI 53045
Dousman, WI
Registered with this firm since 10/5/2009
Previous Registration(s)
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IA
 08/09/2007 - 10/05/2009 AMERIPRISE ADVISOR SERVICES, INC. (CRD#:5979) MILWAUKEE, WI
B
 11/01/1989 - 10/05/2009 AMERIPRISE ADVISOR SERVICES, INC. (CRD#:5979) MILWAUKEE, WI
IA
 10/18/2002 - 07/10/2003 RSM MCGLADREY, INC. (CRD#:111221) WAUWATOSA, WI
IA
 06/30/2003 - 06/30/2003 H&R BLOCK FINANCIAL ADVISORS, INC. (CRD#:5979) MILWAUKEE, WI
B
 02/24/1987 - 10/30/1989 OFFERMAN & CO., INC. (CRD#:345) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.