Jacqueline Ampe, financial advisor Sartell MN

Jacqueline Ampe

CRD Number: 1950076
Current Firm: Wealth Enhancement Advisory Services, LLC

Jacqueline Ampe (CRD# 1950076) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 17 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.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Brokerage Services Plymouth, MN Jul 2014 - Current 7
Wealth Enhancement Advisory Services Plymouth, MN Jul 2014 - Current 7
Wealth Enhancement Group Plymouth, MN May 2014 - Current 7
Lpl Financial, LLC Plymouth, MN May 2014 - Current 7
1st Global Advisors, Inc. Sartell, MN Jun 2007 - Apr 2014 6
1st Global Capital Corp. Sartell, MN Feb 2004 - Apr 2014 10
Kenneth H. T. Olson, Cpa Ltd Sartell, MN Jan 2001 - Apr 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Jacqueline A. Ampe
Phone Number: 763-417-1700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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