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Our financial advice team


Meg Jakubik, Private Wealth Advisor serving the Wayzata, MN area - Ameriprise Advisors

Meg Jakubik

CFP®, CRPC®

Private Wealth Advisor

Prism Wealth Management
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 44 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies

Interests

Travel, fitness and music

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA® Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • St. Cloud State University - B.S. English

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Best Prep – I meet with children in the Minneapolis metro area school districts to teach financial literacy.