Kathryn Jacobs
Kathryn Jacobs is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wisconsin Rapids, WI, with 22 years of industry experience. Kathryn 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
2012A 10th St S (Bn), Wisconsin Rapids, WI, 54494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kathryn is involved in several business activities, including business management roles at KL Jacobs Corp and BA Superstructure LLC, real estate co-ownership with BA Buildings, and serving on the investment committee for Jacobs. She also dedicates minimal time to DoTerra Essential Oils and BeachBody as a coach.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Citigroup Global Markets INC.Broker
State Registrations20 states
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