Jennifer Johnson
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hamlin, IA
Credentials
ChFC®, Series 63
Industry experience
31 years
About
Jennifer Johnson is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in managing a tax preparation firm and co-owns several businesses, including an Ameriprise-related management company and a benefits-focused S corporation. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.
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
Fee options
$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.
Location
Hamlin, IA
Most active in
Jennifer J has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2005 - 2020 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Zachary W
Series 63
Hamlin, IA
Ameriprise
Zachary Wiges is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked for American Express Financial Advisors Inc. for 35 years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in managing a horse ranch and serves as president of the Nebraska Rope Horse Association, as well as a board member of the Western Iowa Expo. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies through a centralized consulting team.
Derek S
Series 66
Adair, IA
Thrivent Investment Management
Derek Sargent is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008, and has operated Corporate Image since 1993. Outside of his advisory role, he serves on the board of a community-sponsored child care facility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on broad financial topics without portfolio management, and offers solutions combining planning and managed-account programs under a consolidated billing option.
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