Jeffrey Edward Soderstrom

Current Employers

Employment History

• 06/2020 → Present
  American Enterprise Investment Services, Inc
  Minneapolis, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 05/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN

Other Businesses

NAME OF BUSINESS:OCCASIONAL RENTAL OF VACATION PROPERTY IN ELY, MN; TYPE OF BUSINESS: OTHER, OCCASIONAL RENTAL OF VACATION HOME; NOT INVESTMENT RELATED ;OWNER/PROPRIETOR; HRS/MONTH: 0 - 20 ; INC: UP TO $10000; NO ACTIVITY INVOLVES AMERIPRISE CLIENTS; NO ACTIVITY LIKELY TO INTERFERE WITH RESPONSIBILITY TO COMPANY AND ITS CLIENTS; NO ACTIVITY LIKELY TO BE VIEWED BY CLIENTS OR PUBLIC AS AMERIPRISE ACTIVITY. NAME OF ACTIVITY: BOARD MEMBER AND TREASURER-NORTHEASTERN MINNESOTANS FOR WILDERNESS; DATE ACTIVITY STARTED 10/14/2014; NON-PROFIT; OFFICER, BOARD OF DIRECTORS; DUTIES: STRATEGIC DIRECTION FOR ORGANIZATION, OVERSIGHT OF FINANCES (NO INVESTMENT DECISIONS;) TOTAL HOURS PER MONTH 0-20; HOURS DURING TRADING HOURS PER MONTH 0-20; NO INCOME; NO ACTIVITY INVOLVES AMERIPRISE CLIENTS; NO ACTIVITY LIKELY TO INTERFERE WITH RESPONSIBILITY TO COMPANY AND ITS CLIENTS; NO ACTIVITY LIKELY TO BE VIEWED BY CLIENTS OR PUBLIC AS AMERIPRISE ACTIVITY; DOES NOT INCLUDE PROVIDING INVESTMENT ADVICE, CONDUCTING SECURITIES TRADING OR MANAGING THE ASSETS OF OTHERS.--END-- Name of Activity: Executor of Estate; Date Activity Started/Modified/Ended: 10/1/2019; Type of Activity: Other - This relates to serving as an Executor to an Estate.; Role/Relationship: Trustee/ Fiduciary; Responsibilities: Upon death of named individuals, I will serve as the executor of their personal estate (carry out the directives in their will).; Income Per Year: NO INCOME; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END --- Name of Activity: Home Purchase for purpose of renovation and rental through an LLC partnership with spouse and friends.; Date Activity Started/Modified/Ended: 10/19/2023; Type of Activity: Investment Real Estate; Role/Relationship: Partner; Responsibilities: Investing in single family home and participation in some renovation efforts. Daughter involved and may; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END --- Name of Activity: Investment in new brewery/restaurant venture; Date Activity Started/Modified/Ended:06/02/2025; Address: Ely, MN; Type of Activity: Investment real estate; Describe if any other Activity:;Role/Relationship: Other; Describe if any other Roles/Responsibility: Investor in new venture to be opened in 2026 or 2027;Responsibilities: Investor ; Income Per Year: No income; Total Hours Per Month: 0 to 20; Total Hours Per Month During Trading Hours: 0 to 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others?:No;-- END ---

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-12
• S63 Uniform Securities Agent State Law Examination
  1995-03-09

Other Names

• Jeff Edward Soderstrom