Jacob William Steinhart

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-21
IN	RA	APPROVED	2024-07-19

TX RA
APPROVED

Since 2026-01-21
IN RA
APPROVED

Since 2024-07-19

Branch Locations

20 Nw 1St St Ste 210, Evansville, IN 47708-1267 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Lawn Pro	Mount Vernon	IN	11/2011	07/2021
Northwestern Mutual Life Insurance Company	Milwaukee	WI	06/2014	07/2024
Northwestern Mutual Investment Services Llc	Evansville	IN	09/2015	07/2024
Northwestern Mutual Wealth Management Company	Milwaukee	WI	03/2016	07/2024
Ameriprise Financial Services, Llc	Evansville	IN	07/2024	Present

11/2011 → 07/2021

Lawn Pro

Mount Vernon, IN
06/2014 → 07/2024

Northwestern Mutual Life Insurance Company

Milwaukee, WI
09/2015 → 07/2024

Northwestern Mutual Investment Services Llc

Evansville, IN
03/2016 → 07/2024

Northwestern Mutual Wealth Management Company

Milwaukee, WI
07/2024 → Present

Ameriprise Financial Services, Llc

Evansville, IN

Other Businesses

Independent Insurance Brokering; Northwestern Mutual; 07/01/2015; Term Life, Disability Income, Long Term Care, Whole Life. Business Ownership; Steinhart and Associates, LLC; Owner; Manage Ameriprise Business; 20 NW 1st Street, , Evansville, IN, 47708; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-12
S63	Uniform Securities Agent State Law Examination	2015-10-02

S65 Uniform Investment Adviser Law Examination

2024-07-12
S63 Uniform Securities Agent State Law Examination

2015-10-02

Other Names

Jacob W. Steinhart
Jacob Steinhart

View on SEC IAPD