Jason T Plank

Current Employers

Employment History

• 08/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Edina, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

Business Ownership; Level 5 Strategic Partners, LLC; Owner; Manage Ameriprise Business; 3601 Minnesota Dr, #905, , Edina, MN, 55435; Investment-Related; 11/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Plank Holdings, LLC; Owner; Manage Ameriprise Business; 5108 W 74th St #021, , Edina, MN, 55439; Investment-Related; 11/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Plank Properties, LLC; Owner; Real Estate; 6101 W Old Shakopee Rd, #386112, , Minneapolis, MN, 55438; Not Investment-Related; 12/02/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; BestPrep; Equip students with the tools necessary to develop sound money management skills. Through Financial Matters, financial professionals deliver presentations focused on financial literacy on a volunteer basis. From credit to scholarships, budgeting to buying a car, the program provides students with real-life lessons in money management.; 7100 Northland Circle N. #120Brooklyn Park, MN 55428, ,; Not Investment-Related; 01/31/2012; 1 to 9 hours per month; 1 to 9 during trading hours / Prepare and Prosper; Answer general financial questions for nonprofit customers on a probono basis. Prepare and Prosper serves low to middle income households with probono services such as tax preparation from volunteer tax preparers and financial education from volunteer financial planners. ; 2610 University Ave. W., Suite 450, , St. Paul, MN, 55114; Not Investment-Related; 01/30/2012; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-21

Designations

Other Names

• Jason Tyler Plank