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Credentials
Series 66
Experience Industry experience
16 years
Location
Greenbush, MN
Ameriprise
Institution
Jessica Foss is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2012. Outside of her advisory role, she serves on the board of the Greenbush Area Community Fund, participates in educational seminars on nonprofit gifting, and has experience as a substitute teacher and booster club treasurer. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
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.
Greenbush, MN
Greenbush MN
Advisors at this office
1
Minnesota
16 years of industry experience
Ameriprise
2020 - Present • 6 years
Roseau, MN
Ameriprise Financial Services, Inc.
2012 - 2020 • 8 years
Roseau, MN
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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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