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Jacob Stephen Follansbee

Ameriprise Financial Services, LLC

La Crosse, WI

Holmen, WI

CRD 7740011

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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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-09-20
  • WI RA
    APPROVED
    Since 2023-09-20

Branch Locations

500 2Nd St S Ste 101, La Crosse, WI 54601 • United States

510 Amy Dr Ste 102, Holmen, WI 54636 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Lacrosse WI 05/2023 Present
Viterbo University La Crosse WI 01/2023 05/2023
Viterbo University La Crosse WI 08/2021 12/2022
Altra Federal Credit Union Onalaska WI 10/2022 04/2023
Western Technical College La Crosse WI 08/2018 04/2021
Next Generation Lawn And Snow Onalaska WI 06/2015 10/2022
Walmart Onalaska WI 06/2019 03/2020
Onalaska High School Onalaska WI 06/2014 05/2018
Onalaska Park And Recreation Onalaska WI 04/2017 07/2017
  • 05/2023 → Present
    Ameriprise Financial Services, Llc
    Lacrosse, WI
  • 01/2023 → 05/2023
    Viterbo University
    La Crosse, WI
  • 08/2021 → 12/2022
    Viterbo University
    La Crosse, WI
  • 10/2022 → 04/2023
    Altra Federal Credit Union
    Onalaska, WI
  • 08/2018 → 04/2021
    Western Technical College
    La Crosse, WI
  • 06/2015 → 10/2022
    Next Generation Lawn And Snow
    Onalaska, WI
  • 06/2019 → 03/2020
    Walmart
    Onalaska, WI
  • 06/2014 → 05/2018
    Onalaska High School
    Onalaska, WI
  • 04/2017 → 07/2017
    Onalaska Park And Recreation
    Onalaska, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2023-09-18

View on SEC IAPD

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Nearby Investors

MARK ARTHUR DAHLKE
CHRISTOPHER MICHAEL GRODE
JOSHUA CALEB FORTUN

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · LA CROSSE, WI
HARBOUR INVESTMENTS, INC. · LACROSSE, WI
HARBOUR INVESTMENTS, INC. · LA CROSSE, WI

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