Jacqueline Ampe (CRD# 1950076) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 19 years of experience in the finance industry. Jacqueline Ampe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Brokerage Services | Sartell, MN | Jul 2014 - Current | 9 |
| Wealth Enhancement Advisory Services | Sartell, MN | Jul 2014 - Current | 9 |
| Wealth Enhancement Group | Sartell, MN | May 2014 - Current | 9 |
| Lpl Financial, LLC | Plymouth, MN | May 2014 - Current | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- MN
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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