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Kathryn Jacobs, Private Wealth Advisor serving the Wisconsin Rapids, WI area - Ameriprise Advisors

Kathryn Jacobs

CFP®, APMA

Private Wealth Advisor

StrongBridge Wealth Advisors

An Ameriprise Private Wealth Advisor

25
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 Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Life & Health Insurance Licenses, WI

Education

  • BBA, University of Wisconsin, Whitewater

Community participation

Women's Fund of Portage County Executive Committee and Board Member

Heart of Wisconsin Chamber of Commerce

Plover Area Business Association

Sponsor: Kick Start Your Heart Fundraising event

Interests

  • I enjoy biking on the Green Circle in Stevens Point, WI and at the 9 mile forest in Wausau, WI.
  • Other hobbies include playing volleyball, softball, fishing, cooking and reading.