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Our financial advice team


Jake Fink, Financial Advisor serving the Lexington, KY area - Ameriprise Advisors

Jake Fink

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Triple Crown Advisors
24
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
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • 1998 Graduate of Georgia Institute of Technology with Bachelor in Civil Engineering

Awards & recognition

  • Triple Crown Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Circle of Success, 2012, 2017, 2019 & 2020

Community participation

National Day of Service volunteering at Lifeline Christian Mission in Lexington
National Day of Service volunteering at Lifeline Christian Mission in Lexington

Member, University of Kentucky Alumni Association Investment Committee

Treasurer, Paul Laurence Dunbar Girls Lacrosse

Lifeline Christian Mission in Lexington, KY

Ronald McDonald House in Lexington, KY

Salvation Army bell ringing at the Beaumont Kroger in Lexington, KY