Jenny Lee Helgeton
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Ameriprise Financial Services, Inc.Jul 2018 to now
- UnemployedApr 2018 to Jun 2018
- Northwestern Mutual Wealth Management CompanyJun 2017 to Mar 2018
- Daniel MoseleyMar 2017 to Mar 2018
- Northwestern Mutual Investment Services, LLCJan 2011 to Mar 2018
- Kevin HoeneNov 2010 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5668983
- Firm CRD
- 6363