Jeffery Dale Isaacson

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-04-25

WI RA
APPROVED

Since 2023-04-25

Branch Locations

Rhinelander, WI • United States

3210 E. Main St., Merrill, WI 54452-3477 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	08/2004	04/2023
Peoples Investment Consultants	Wausau	WI	08/2004	04/2023
Peoples State Bank	Wausau	WI	12/2010	04/2023
Ameriprise Financial Services, Llc	Merrill	WI	04/2023	Present

08/2004 → 04/2023

Commonwealth Financial Network

Waltham, MA
08/2004 → 04/2023

Peoples Investment Consultants

Wausau, WI
12/2010 → 04/2023

Peoples State Bank

Wausau, WI
04/2023 → Present

Ameriprise Financial Services, Llc

Merrill, WI

Previous Registrations

2009-03-25 → 2023-04-21

Commonwealth Financial Network

Wausau, WI

Eagle River, WI

Minocqua, WI

Rhinelander, WI

Wausau, WI

Wausau, WI

Wausau, WI

Weston, WI

Rhinelander, WI

Eagle River, WI
1995-07-07 → 2004-08-06

Lpl Financial Llc

Wausau, WI

Other Businesses

Outside Employment; Incredible Bank; Financial Advisor; Dual employee of Incredible Bank; 3210 E. Main St., , Merrill, WI, 54452; Investment-Related; 04/21/2023; 60 hours per month; 20 to 39 during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-08-04

S63 Uniform Securities Agent State Law Examination

1989-08-04

Other Names

Jeff Dale Isaacson
Jeffrey D Isaacson
Jeff D Isaacson
Jeffrey Isaacson
Jeff Isaacson

View on SEC IAPD