Teri Jaeger (CRD# 1743904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wisconsin Rapids, WI and has over 5 years of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 4220147
Lpl Financial LLC
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Wisconsin Rapids, WI | Apr 2023 - Current | 1 |
| Thrivent Financial | Appleton, WI | Nov 2018 - Apr 2023 | 4 |
| Thrivent Investment Management Inc. | Wisconsin Rapids, WI | May 2018 - Apr 2023 | 4 |
| Ridges Golf Course | Wisconsin Rapids, WI | Jul 2020 - Jul 2021 | 1 |
| Mid-state Technical College | Wisconsin Rapids, WI | Aug 2020 - May 2021 | < 1 |
| Sand Valley Inc. | Nekoosa, WI | Apr 2019 - Jun 2020 | 1 |
| Thrivent Financial | Appleton, WI | Jun 2018 - Nov 2018 | < 1 |
| Mid-state Technical College | Wisconsin Rapids, WI | Aug 2003 - Jun 2018 | 14 |
| University Of Wisconsin-stevens Point | Stevens Point, WI | Jan 2017 - May 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- WI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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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