Jay Rothmeier, financial advisor Minnetonka MN

Jay Rothmeier

CRD Number: 1401435
Current Firm: Ameriprise Financial Services, LLC

Jay Rothmeier (CRD# 1401435) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minnetonka, MN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Minnetonka, MN Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Eden Prairie, MN Aug 2018 - Current 5
Unemployed Wayzata, MN May 2018 - Jul 2018 < 1
Bank Of America, N.a. Wayzata, MN Jan 2017 - Apr 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata, MN Oct 2016 - Apr 2018 1
Wells Fargo Advisors Financial Network, LLC Eagan, MN Jul 2016 - Oct 2016 < 1
Unemployed Edina, MN Mar 2016 - Jul 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2016 1
Morgan Stanley Minneapolis, Mn 55402, MN Feb 2014 - Mar 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Jay E. Rothmeier
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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