Jeffery Isaacson
Jeffery Isaacson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Merrill, WI, with 36 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
3210 E. Main St., Merrill, WI, 54452-3477
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Jeffery works at Incredible Bank since April 2023. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Gna Securities, INC.Broker
Investment Designers, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.