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GT

Gregory J. Toohey

AMERIPRISE FINANCIAL SERVICES
Minneapolis, MN 55402-3367
Some features on this profile are disabled
CRD#: 3219654
GT

Professional summary


Gregory John Toohey, who also goes by Gregory J Toohey, is a registered financial professional currently at AMERIPRISE FINANCIAL SERVICES, LLC located in Minneapolis, Minnesota and AMERICAN ENTERPRISE INVESTMENT SERVICES INC. located in Minneapolis, Minnesota.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2001. Gregory has worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, Series 57TO, SIE, Series 55, Series 7, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory J Toohey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Gregory John Toohey's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 9, 2007 - Present

AMERIPRISE FINANCIAL SERVICES, LLC

Office #1: 901 3rd Ave S, Minneapolis, MN 55402-3367
RIA
BD
CRD#: 6363
Minneapolis, MN
Current

April 5, 2010 - Present

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

Office #1: 901 3rd Ave S, Minneapolis, MN 55402
BD
CRD#: 26506
Minneapolis, MN
Current

July 19, 2011 - Present

RIVERSOURCE DISTRIBUTORS, INC.

Office #1: 707 Second Avenue South, Minneapolis, MN 55474
BD
CRD#: 139135
MINNEAPOLIS, MN
Past

March 23, 2005 - September 18, 2007

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

May 20, 2003 - March 7, 2005

FINTEGRA, LLC

BD
CRD#: 16741
MINNEAPOLIS, MN
Past

April 3, 2001 - April 28, 2003

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(10/9/2007)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/7/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RD
RIVERSOURCE DISTRIBUTORS, INC.
RIVERSOURCE DISTRIBUTORS, INC.

CRD#: 139135 / SEC#: , 8-67196

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
707 Second Avenue South, Minneapolis, MN 55474
Mailing Address
5229 Ameriprise Financial Center, Minneapolis, MN 55474
Phone number
(612) 671-7449
Established
Delaware since 12/09/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
AMERIPRISE FINANCIAL, INCSHAREHOLDER
ALVERO, GUMER CRUZCHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER1975307
KNEESHAW, JESSICA ADIRECTOR4619188
LASSWELL, MARK THOMASCHIEF COMPLIANCE OFFICER2092593
MATTOX, MICHAEL SCOTTCHIEF FINANCIAL OFFICER4383501
MINELLA, PAULA JGENERAL COUNSEL7355568
SHERMAN, KARA DALYDIRECTOR (TEXAS DESIGNATED OFFICER)4567825

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RIVERSOURCE DISTRIBUTORS, INC.

CRD#: 139135Minneapolis, MN 55402-3367

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