Jacob T Butterfield
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCMay 2024 to now
- Northwestern Mutual Investment Services LLCDec 2023 to May 2024
- Northwestern Mutual Life Insurance CompanyJan 2023 to May 2024
- Progressive LivingMay 2022 to Aug 2022
- Mount KatoDec 2021 to Mar 2022
- Minnesota State University MankatoAug 2020 to Dec 2023
- DominosMay 2020 to Oct 2021
- Alee ServicesAug 2018 to Jul 2022
- Tdl FarmsJun 2018 to Jul 2019
- HyveeDec 2017 to Sep 2018
- UnemployedDec 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7657999
- Firm CRD
- 6363