Advisor profile


My approach

Jeffrey Brandt - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Jeffrey Brandt - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Charitable Giving
  • Insurance
  • Intergenerational Planning
  • Small Business
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CMFC® Chartered Mutual Fund Counselor℠
  • Series 6
  • Series 7
  • Series 63
  • Life, Accident and Health

Interests

  • I enjoy traveling; especially to places I have never been before.
  • My favorite hobbies include hiking, biking and reading.
  • I love to cook for my family and friends. My specialty is BBQ. I have a small smoker for gatherings with family and friends.

Community participation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Financial Times 400 Top Financial Advisers, 2017-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2020
  • Ameriprise Circle of Success, 1996-97, 2000, 2005, 2007-19
  • Chairman's Advisory Council , 2013-14, 2018-20

Honored to receive recognition

I’m proud I’ve been named to 3 industry publications’ top advisor lists: Financial Times 400 Top Advisers 2017-19, Barron's Top 1,200 Financial Advisors 2014-20, Forbes Best-in-State Wealth Advisors 2018-20. These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together. And, I’d like to thank my dedicated team for all their hard work and support.