Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Thomas Butterfield is a financial advisor affiliated with Ameriprise Financial Services, LLC, and is registered with the state of Minnesota. Jacob has been in the financial services industry since February 2024. Jacob earned the Series 63, Series 7TO and the SIE licenses in preparation for his career. Jacob Butterfield specializes in offering a range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jacob Butterfield has been registered with Ameriprise Financial Services, LLC since May 2024. Previously, Jacob Butterfield was registered with Northwestern Mutual Investment Services, LLC between February 2024 and May 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
05/30/2024 - Present
Ameriprise Financial Services, LLC (WASECA MN)
MN
02/22/2024 - 05/22/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MANKATO MN)
BC
Issued 04/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Butterfield is the right advisor for you? Invested Better is here to help.
