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Credentials
Series 66
Experience Industry experience
17 years
Location
Powersville, MO
Ameriprise
Institution
Jeffrey Garten is a financial advisor with Ameriprise in Powersville, Missouri, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Waddell & Reed and Ameriprise Financial Services. Outside of finance, he is involved in operating a family farm and serves as Vice President on the Board of Directors for the Powersville Cemetery Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Powersville, MO
Powersville MO
Advisors at this office
1
Missouri · North Dakota · Texas
17 years of industry experience
Ameriprise Financial Services, LLC
2020 - Present • 6 years
Unionville, MO
Ameriprise Financial Services, Inc.
2019 - 2020 • 1 year
Unionville, MO
Waddell & Reed, Inc
2012 - 2019 • 7 years
Overland Park, KS
Alpha Tau Omega Fraternity
2010 - 2019 • 9 years
Warrensburg, MO
Waddell & Reed
2009 - 2012 • 3 years
Independence, MO
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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