Jessa Haupt, financial advisor Marshfield WI
90 score

Jessa Haupt

CRD Number: 5887565
Current Firm: Ameriprise Financial Services, Inc.

Jessa Haupt (CRD# 5887565) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Marshfield, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Marshfield, WI Jan 2011 - Current 5
University Of Wisconsin Stevens Point Stevens Point, WI Sep 2007 - Dec 2010 3
8th Street Auto Wisconsin Rapids, WI Sep 2007 - May 2008 < 1
Riata Ranch, LLC Arpin, WI May 2006 - Sep 2007 1
Auburndale Jr/sr High School Auburndale, WI Sep 2001 - May 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Jessa M. Haupt
Phone Number: 612-671-3131
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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