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Jenifer Strickland

Advisor at Ameriprise

Updated today

Location

Lufkin, TX

Credentials

Series 63, Series 66

Industry experience

13 years

About

Jenifer Strickland is a financial advisor with Ameriprise in Lufkin, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Ameriprise since 2016, including its affiliated entities, and previously at Cetera Investment Services LLC and CB Financial. Outside of Ameriprise, she is an associate financial advisor managing an advisory business at Tiras Wealth Management LLC. Ameriprise is a large institutional firm that offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendation reports, emphasizing the use of Ameriprise-managed accounts and algorithmic tools overseen by specialized committees.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$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%

Other

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.

Location

Lufkin, TX

Most active in

Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2016 - 2020 (4 years)

Cetera Investment Services Llc

2014 - 2016 (2 years)

CB Financial

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFA®

Lufkin, TX

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Series 65

Lufkin, TX

11 Financial

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CFP®, Series 66

Lufkin, TX

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Series 63, Series 65

Lufkin, TX

11 Financial

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Series 63, Series 65

Lufkin, TX

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Series 66

Diboll, TX

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