Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Marie Wichmann is a financial advisor with Ameriprise Financial Services, LLC in SPRING VALLEY, MN. Jean Marie has been in the financial services industry since 1988. Jean Marie is registered with the state of Minnesota. Jean Marie holds the Series 7 and Series 63 licenses. Jean Marie has earned the Chartered Financial Consultant designation. In addition to working with Ameriprise, Jean Marie also owns real estate, works as an insurance broker with Lincoln Financial Group, and serves on the Bear Lake Concordia Lutheran Church Council. Jean Marie specializes in providing financial planning, pension consulting, educational seminars, and asset allocation services.
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.
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2
MN
11/20/2013 - Present
Ameriprise Financial Services, LLC (SPRING VALLEY MN)
MN
10/19/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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