Jennifer KocherspergerCRD Number: 6367937
Current Firm: Ameriprise Financial Services, Inc.
Jennifer Kochersperger (CRD# 6367937) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Madison, WI and has over 2 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Ameriprise Financial Services Inc.||Madison, WI||May 2015 - Current||1|
|Lodi Sports And Recreation||Lodi, WI||May 2012 - May 2015||3|
|Edward Jones||St Louis, MO||Jul 2014 - Apr 2015||< 1|
|Humana Inc.||Middleton, WI||Jul 2012 - Jul 2014||2|
|Yoga Eight||Middleton, WI||Nov 2009 - Jul 2013||3|
|Globe University||Madison, WI||Jul 2012 - Sep 2012||< 1|
|Barnes & Noble||Madison, WI||Jun 2012 - Aug 2012||< 1|
|Unemployed||Na, WI||Mar 2012 - Jun 2012||< 1|
|Jewel In The Lotus Yoga||Madison, WI||Jan 2010 - Apr 2012||2|
|Fairway Independent Mortgage||Madison, WI||Jun 2010 - Mar 2012||1|
|Stoughton Recreation Center||Stoughton, WI||Sep 2009 - May 2010||< 1|
|Chicago Sports And Recreation||Chicago, IL||Jun 2009 - Sep 2009||< 1|
|Unemployed||Chicago, IL||Oct 2008 - Jun 2009||< 1|
|Lawrence Kamin Saunders Uhlenhop||Chicago, IL||Feb 2008 - Oct 2008||< 1|
|Access Financial Group Inc.||Chicago, IL||Jan 2004 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.