Jeffrey Buursma, financial advisor Rockford MI

Jeffrey Buursma

CRD Number: 7059528
Current Firm: Ameriprise Financial Services, LLC

Jeffrey Buursma (CRD# 7059528) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Rockford, MI Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Grand Rapids, MI Jan 2019 - Mar 2020 1
Unemployed Belmont, MI Aug 2018 - Jan 2019 < 1
Northlight Nannies Grand Rapids, MI May 2011 - Aug 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jeffrey A. Buursma
Phone Number: 612-671-3131
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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, WY

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