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An Ameriprise Private Wealth Advisory Practice

 
 
Jeffrey Brandt Ameriprise Financial Advisor

Jeffrey Brandt

CRPC®, APMASM, CMFC®

Private Wealth Advisor

 

 
 

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BRANDT, NIELSEN & ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, Inc.


Office Locations

1400 Central Ave
Fort Dodge, IA 50501-4252
Map Phone: 515.573.1188 Fax: 515.573.1196

530 2nd St
Webster City, IA 50595-1508
Map Phone: 515.832.6212 Fax: 515.832.3073

Review your insurance

Auto, home, health, life, disability and long term care: insurance can protect you and your family, but determining the types and coverage levels for your situation can be complicated. Together, we can find solutions that fit your needs.

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    License Information

    I am licensed and registered to conduct business in IA.
    Based on licenses and registrations I hold, I may also conduct business in CO, MN, KS, SD, MI, GA, NY, WY, AZ, MO, VA.
    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.