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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Sonntag is a financial advisor with over 25 years of experience in the financial services industry. Currently, Jeffrey is a registered representative with Ameriprise Financial Services, LLC where Jeffrey provides financial advice to a wide range of clients, including individuals, businesses, and institutions. Jeffrey is committed to helping clients achieve their financial goals through a personalized approach to financial planning. Jeffrey has extensive experience in a variety of financial planning areas including asset allocation, retirement planning, college savings, and estate planning. Jeffrey holds licenses to conduct securities business in multiple states.
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
PA
08/15/2003 - Present
Ameriprise Financial Services, LLC (New Castle PA)
MN
03/21/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/24/1995 - 08/13/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1995 - 08/13/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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