Jacquelyn M Alderman

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

• 03/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  St. Cloud, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Cloud, MN

Other Businesses

Board of Directors; Sauk Centre Area Community Foundation; Treasurer & Board Member; 1601 Hwy 12 East, Suite #9, , Willmar, MN, 56201; Not Investment-Related; 09/11/2023; 1 to 9 hours per month; 0 during trading hours / Sauk Centre Area Chamber of Commerce; Board Member; 524 4th St S, Ste 1, , Sauk Centre, MN, 56378; Not Investment-Related; 06/14/2017; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-30

Other Names

• Jacquelyn Mary Beste