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Our financial advice team


Adam Jakes, Financial Advisor serving the Wayzata, MN area - Ameriprise Advisors

Adam Jakes

CFP®, CRPC, APMA

Financial Advisor

Shine Wealth
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Small Business
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.S., Financial Planning and Insurance - Minnesota State University of Mankato, 2017

Awards & recognition

  • Shine Wealth, Forbes Best-in-State Wealth Management Teams, 2023