Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Marie Spielman is a financial advisor with Ameriprise Financial Services, LLC. Jan has been in the industry since 1993, holding both Series 63 and 65 licenses and Chartered Financial Consultant designation. Jan is registered as an Investment Advisor Representative in Iowa, Nebraska, Rhode Island, Texas and Washington. Jan has previously worked at IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Jan has experience working with individuals, high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Jan is based in Spencer, IA and also works out of Ameriprise’s offices in Storm Lake, IA and Arnolds Park, IA.
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
IA
04/13/2023 - Present
Ameriprise Financial Services, LLC (Storm Lake IA)
MN
02/05/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jan Spielman is the right advisor for you? Invested Better is here to help.
