Mehlman et al v. Ameriprise Financial, Inc. et al
| Susanne Mehlman and Joy Hultman |
| Ameriprise Financial Services, Inc., Ameriprise Financial, Inc., American Enterprise Investment Services, Inc. and Ameriprise Financial Services, LLC. |
| 0:2024cv03018 |
| July 29, 2024 |
| U.S. District Court for the District of Minnesota |
| Douglas L Micko |
| John R Tunheim |
| Personal Property: Other |
| 28 U.S.C. § 1332 Diversity-Property Damage |
| Plaintiff |
Docket Report
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This docket was last retrieved on September 26, 2024. A more recent docket listing may be available from PACER.
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Filing 44
(Text-Only) ORDER granting #43 Motion for Admission Pro Hac Vice of Attorney Michael J Angelides for Susanne Mehlman. Approved by Magistrate Judge Douglas L. Micko on 9/26/2024. (CNO)
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| Filing 43 MOTION for Admission Pro Hac Vice for Attorney Michael J. Angelides. Filing fee $ 100, receipt number AMNDC-11382937 filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
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Filing 42
(Text-Only) BRIEFING ORDER. Plaintiffs have filed a Motion to Consolidate Cases #36 and a Motion to Appoint Counsel #36 . Pursuant to this District's Local Rule 7.1(b), subject to the Court's discretion to set deadlines, Defendants' responses to these motions, including any notice that no position is taken on these motions, shall be filed on or before 9/30/2024. No further filings shall be submitted without prior Court permission, and the Court will rule on these motions on the papers. Ordered by Magistrate Judge Douglas L. Micko on 9/24/2024. (JLD)
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| Filing 41 PROPOSED ORDER TO JUDGE re Consolidation and Appointment of Interim Co-Counsel #36 Motion to Consolidate Cases, Motion to Appoint Counsel. (Gustafson, Daniel) |
| Filing 40 MEET and CONFER STATEMENT re #36 Motion to Consolidate Cases, Motion to Appoint Counsel filed by Joy Hultman, Susanne Mehlman.(Gustafson, Daniel) |
| Filing 39 Declaration of Daniel E. Gustafson in Support of #36 MOTION to Consolidate Cases MOTION to Appoint Counsel (Motion For Consolidation and Appointment of Interim Co-Lead Counsel) filed by Joy Hultman, Susanne Mehlman. (Attachments: #1 Exhibit(s) A - F)(Gustafson, Daniel) |
| Filing 38 MEMORANDUM in Support re #36 MOTION to Consolidate Cases MOTION to Appoint Counsel (Motion For Consolidation and Appointment of Interim Co-Lead Counsel) filed by Joy Hultman, Susanne Mehlman.(Gustafson, Daniel) |
| Filing 37 NOTICE OF HEARING ON MOTION #36 MOTION to Consolidate Cases MOTION to Appoint Counsel (Motion For Consolidation and Appointment of Interim Co-Lead Counsel) : Date and time to be determined. (Gustafson, Daniel) |
| Filing 36 MOTION to Consolidate Cases , MOTION to Appoint Counsel (Motion For Consolidation and Appointment of Interim Co-Lead Counsel) filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
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Filing 35
ORDER OF REASSIGNMENT OF RELATED CASES that 24-cv-3359 NEB/DLM has been reassigned to Judge John R. Tunheim. Signed by Judge John R. Tunheim and Judge Nancy E. Brasel on 9/18/2024.(MMG)
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| Filing 34 RULE 7.1 DISCLOSURE STATEMENT. Parent corporation, publicly held corporation owning 10 percent or more of its stock, or subsidiary reported for Ameriprise Financial Services, LLC.. (Huerter, John) |
| Filing 33 RULE 7.1 DISCLOSURE STATEMENT. Parent corporation, publicly held corporation owning 10 percent or more of its stock, or subsidiary reported for Ameriprise Financial, Inc.. (Huerter, John) |
| Filing 32 RULE 7.1 DISCLOSURE STATEMENT. Parent corporation, publicly held corporation owning 10 percent or more of its stock, or subsidiary reported for American Enterprise Investment Services, Inc.. (Huerter, John) |
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Filing 31
(Text-Only) ORDER. Based on the parties' Stipulation #27 , and for good cause shown, it is hereby ORDERED that Defendants shall have until and including October 4, 2024, to answer or otherwise respond to Plaintiffs' Complaint. Ordered by Magistrate Judge Douglas L. Micko on 8/21/2024. (jme)
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Filing 30
(Text-Only) ORDER granting #23 Motion for Admission Pro Hac Vice of Attorney Brian D Boyle for American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC.,and Ameriprise Financial, Inc.; granting #24 Motion for Admission Pro Hac Vice of Attorney Lauren Wagner for American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC.,and Ameriprise Financial, Inc; granting #25 Motion for Admission Pro Hac Vice of Attorney Meaghan McLaine VerGow for American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC.,and Ameriprise Financial, Inc; granting #26 Motion for Admission Pro Hac Vice of Attorney Shannon Barrett for American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC.,and Ameriprise Financial, Inc. Approved by Magistrate Judge Douglas L. Micko on 8/20/2024. (jam)
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Filing 29
(Text-Only) ORDER granting #21 Motion for Admission Pro Hac Vice of Attorney Bruce D Oakes for Joy Hultman and Susanne Mehlman. Approved by Magistrate Judge Douglas L. Micko on 8/20/2024. (jam)
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| Filing 28 PROPOSED ORDER TO JUDGE re #27 Stipulation,. (Huerter, John) |
| Filing 27 STIPULATION re #1 Complaint, to Extend Defendants' Time to Answer Plaintiff's Complaint by American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC., Ameriprise Financial, Inc.. Jointly Signed by Susanne Mehlman, Joy Hultman, Ameriprise Financial, Inc, Ameriprise Financial Services, Ameriprise Enterprise Investment Services, Inc, and Ameriprise Financial Services, LLC. (Huerter, John) |
| Filing 26 MOTION for Admission Pro Hac Vice for Attorney Shannon Barrett. Filing fee $ 100, receipt number AMNDC-11268577 filed by American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC., Ameriprise Financial, Inc.. (Huerter, John) |
| Filing 25 MOTION for Admission Pro Hac Vice for Attorney Meaghan VerGow. Filing fee $ 100, receipt number AMNDC-11268557 filed by American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC., Ameriprise Financial, Inc.. (Huerter, John) |
| Filing 24 MOTION for Admission Pro Hac Vice for Attorney Lauren Wagner. Filing fee $ 100, receipt number AMNDC-11268535 filed by American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC., Ameriprise Financial, Inc.. (Huerter, John) |
| Filing 23 MOTION for Admission Pro Hac Vice for Attorney Brian Boyle. Filing fee $ 100, receipt number AMNDC-11268515 filed by American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC., Ameriprise Financial, Inc.. (Huerter, John) |
| Filing 22 NOTICE of Appearance by John F Huerter on behalf of All Defendants. (Huerter, John) |
| Filing 21 MOTION for Admission Pro Hac Vice for Attorney Bruce D. Oakes. Filing fee $ 100, receipt number AMNDC-11262898 filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
| Filing 20 Summons Issued as to Ameriprise Financial Services, LLC., Ameriprise Financial, Inc.. (ACH) |
| Filing 19 TEXT ONLY ENTRY: Request to Clerk's Office to Issue Summons for Ameriprise Financial Services, LLC.. (Dameron, Matthew) |
| Filing 18 TEXT ONLY ENTRY: Request to Clerk's Office to Issue Summons for Ameriprise Financial, Inc.. (Dameron, Matthew) |
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Filing 17
(Text-Only) ORDER granting #15 Motion for Admission Pro Hac Vice of Attorney Richard B Fosher for Joy Hultman and Susanne Mehlman.; granting #16 Motion for Admission Pro Hac Vice of Attorney Sona Shah for Joy Hultman and Susanne Mehlman. Approved by Magistrate Judge Douglas L. Micko on 8/8/2024. (CNO)
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| Filing 16 MOTION for Admission Pro Hac Vice for Attorney Sona R. Shah. Filing fee $ 100, receipt number AMNDC-11248640 filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
| Filing 15 MOTION for Admission Pro Hac Vice for Attorney Richard B. Fosher. Filing fee $ 100, receipt number AMNDC-11245484 filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
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Filing 14
(Text-Only) ORDER granting #13 Motion for Admission Pro Hac Vice of Attorney Thomas I Sheridan, III for Joy Hultman and Susanne Mehlman. Approved by Magistrate Judge Douglas L. Micko on 8/5/2024. (jam)
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| Filing 13 MOTION for Admission Pro Hac Vice for Attorney Thomas I. Sheridan, III. Filing fee $ 100, receipt number AMNDC-11239179 filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
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Filing 12
(Text-Only) ORDER granting #6 Motion for Admission Pro Hac Vice of Attorney Matthew L. Dameron for Joy Hultman and Susanne Mehlman.; granting #7 Motion for Admission Pro Hac Vice of Attorney Clinton Mann for Joy Hultman and Susanne Mehlman. Approved by Magistrate Judge Douglas L. Micko on 7/31/2024. (jam)
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| Filing 11 SUMMONS Returned Executed by Susanne Mehlman, Joy Hultman. American Enterprise Investment Services, Inc. served on 7/30/2024, answer due 8/20/2024. (Gustafson, Daniel) |
| Filing 10 SUMMONS Returned Executed by Susanne Mehlman, Joy Hultman. Ameriprise Financial, Inc. served on 7/30/2024, answer due 8/20/2024. (Gustafson, Daniel) |
| Filing 9 SUMMONS Returned Executed by Susanne Mehlman, Joy Hultman. Ameriprise Financial Services, Inc. served on 7/30/2024, answer due 8/20/2024. (Gustafson, Daniel) |
| Filing 8 SUMMONS Returned Executed by Susanne Mehlman, Joy Hultman. Ameriprise Financial Services, LLC. served on 7/30/2024, answer due 8/20/2024. (Gustafson, Daniel) |
| Filing 7 MOTION for Admission Pro Hac Vice for Attorney Clinton J. Mann. Filing fee $ 100, receipt number AMNDC-11229659 filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
| Filing 6 MOTION for Admission Pro Hac Vice for Attorney Matthew L. Dameron. Filing fee $ 100, receipt number AMNDC-11229638 filed by Joy Hultman, Susanne Mehlman. (Gustafson, Daniel) |
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Filing 5
ORDER OF RECUSAL. Judge Susan Richard Nelson recused. Case reassigned to Judge John R. Tunheim for all further proceedings. NOTE: the new case number is 24-cv-3018 (JRT/DLM). Please use this case number for all subsequent pleadings. Signed by Judge Susan Richard Nelson on 7/30/2024.(MMP)
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| Filing 4 (Text-Only) Notice re: Non-Admitted AttorneyWe have received documents listing Matthew L. Dameron, Clinton J. Mann, Thomas I. Sheridan, III, Sona R. Shah, Bruce D. Oakes, Richard B. Fosher as counsel of record. If he or she wishes to be listed as an attorney of record in this case, he or she must be admitted to the bar of the U.S. District Court of Minnesota in accordance with #Local Rule 83.5 (a), (b) and (c) or temporarily admitted pro hac vice in accordance with #Local Rule 83.5 (d) or (e).For more admissions information and forms, please see the Attorney Forms Section of the courts website at #www.mnd.uscourts.gov/forms/all-forms#. (MMP) |
| Filing 3 Summons Issued as to American Enterprise Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Financial Services, LLC., Ameriprise Financial, Inc. (MMP) |
| Filing 2 (Text-Only) CLERK'S NOTICE OF INITIAL CASE ASSIGNMENT. Case assigned to Judge Susan Richard Nelson per 3rd/4th Master list, referred to Magistrate Judge Douglas L. Micko. Please use case number 24-cv-3018 (SRN/DLM).Notice: All Nongovernmental Corporate Parties must file a #Rule 7.1 Corporate Disclosure Statement. (MMP) |
| Filing 1 COMPLAINT against All Defendants (filing fee $ 405, receipt number AMNDC-11224923) filed by Susanne Mehlman, Joy Hultman. Filer requests summons issued. (Attachments: #1 Civil Cover Sheet) (Gustafson, Daniel) |
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