Kathryn Lea Jacobs

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → 03/2020
  Ameriprise Financial Services, Inc.
  Wisconsin Rapids, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wisconsin Rapids, WI

Other Businesses

Business Ownership; KL Jacobs Corp; Business management; Cash flow needs of Financial Advisory Practice; 2012A 10th St S, , Wisconsin Rapids, WI, 54494; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / BA Superstructure LLC; staffing and business operations; manage cash flow needs of practice; 2012a 10th St S, , Wisc Rapids, WI, 54494; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / BA Buildings; Co-owner; Real Estate; 2012A 10th Street S, , Wisconsin Rapids, WI, 54494; Not Investment-Related; 06/08/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Community Foundation of Central WI Investment Committee; Investment Committee Member; 2801 Hoover Rd, Unit 1B, Stevens Point, WI, 54481; Investment-Related; 07/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Community Foundation of Central WI Board of Directors; Board Member; 2801 Hoover Rd Unit 1B, , Stevens Point, WI, 54481; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; KL Jacobs Corp.; President, Secretary - Business Management; ; 2012A 10th Street S, , Wisconsin Rapids, WI, 54494; Not Investment-Related; 05/14/2021; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; DoTerra Essential Oils; Teaching people about the health benefits of essential oils.; 3008 Della Street, Stevens Point, WI 54481, ,; ; 05/03/2014; 1 to 9 hours per month; 0 during trading hours / BeachBody; Coach / Health & Wellness; 3008 Della Street, , Stevens Point, WI, 54481; Not Investment-Related; 10/01/2020; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-21

Other Names

• Kathryn Lea Chrouser