Jacob Oostman

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

• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Crown Point, IN
• 05/2024 → 05/2025
  Ground Game Venture Capital
  Indianapolis, IN
• 08/2021 → 06/2025
  Wabash College
  Crawfordsville, IN
• 08/2019 → 08/2021
  Dairy Queen
  Cedar Lake, IN
• 08/2017 → 05/2021
  Crown Point High School
  Crown Point, IN
• 08/2014 → 05/2017
  Taft Middle School
  Crown Point, IN
• 05/2017 → 08/2017
  Unemployed
  Crown Point, IN

Other Businesses

Outside Employment; Edwin LLC; My role is a financial advisor at Ameriprise.; Manage advisory business; 11480 Broadway, , Crown Point, IN, 46307; Investment-Related; 06/03/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29

Other Names

• Jake Alan Oostman
• Jacob Oostman
• Jacob Alan Oostman