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Jill Marie Swenson

American Enterprise Investment Services Inc.

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About Jill Marie Swenson

Jill Marie Swenson is a financial advisor with over 25 years of experience. Jill has held positions at American Enterprise Investment Services Inc. and Ameriprise Financial Services, LLC. Jill has Series 6, 7, and 24 registrations and a SIE license. Jill has a history of working in the Minneapolis, MN area.

Firm Information

Jill Swenson is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jill Swenson’s Registration & Firm History

MN

08/23/2016 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

02/27/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/29/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/26/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Marie Swenson.
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