Jeff Gustafson Email & Phone Number
Operations Director, Chief Operating Officer @ Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
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Jeff Gustafson Location
- Excelsior, MN, US
Jeff Gustafson Work
- Operations Director, Chief Operating Officer @ (August 2024 - Present)
- Operations Director @ (August 2023 - August 2024)
- Business Development Director | Financial Planning Specialist @ (August 2022 - August 2023)
- Director- Financial Planning and Advice Content @ (November 2019 - September 2022)
- Director, Business Learning Partner @ (January 2016 - November 2019)
- Manager, Field Training @ (April 2013 - January 2016)
- Training Consultant @ (August 2010 - December 2011)
- Senior Financial Consultant @ (January 2010 - August 2010)
- Financial Advisor @ (April 2009 - January 2010)
- Manager, Financial Advisor Training @ (December 2011 - April 2013)
Jeff Gustafson Education
- College for Financial Planning
Chartered Retirement Planning Counselor
2014-2014 - University of Wisconsin-Madison
Bachelor's Degree (Economics)
2003-2007
Jeff Gustafson Skills
- Employee Training
- Series 7
- Coaching
- Training
- Salesforce.com
- Project Management
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Series 63
- Management
- Uniform Combined State Law
- Process Improvement
- Estate Planning
- Recruiting
- Fixed Annuities
- Insurance
- Mutual Funds
- Financial Services
- Series 24
- Uniform Combined State
- Strategic Financial
Jeff Gustafson Summary
- Jeff Gustafson, based in Excelsior, MN, US, is currently a Operations Director, Chief Operating Officer at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ. Jeff Gustafson brings experience from previous roles at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ and Ameriprise Financial Services, Inc.. Jeff Gustafson holds a 2014 - 2014 Chartered Retirement Planning Counselor @ College for Financial Planning. With a robust skill set that includes Employee Training, Series 7, Coaching, Training, Salesforce.com and more. Jeff Gustafson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Employees
Richard Keeling
Private Wealth Advisor | Chief Executive Officer of Keeling Wealth Advisors
West Des Moines, IA, US
Jeff Gustafson
Operations Director, Chief Operating Officer
Excelsior, MN, US
Donna Bentler
Administrative Assistant Office Manager
United States
Erik Swanson
Financial Advisor Vice President of Keeling Wealth Advisors
St. Cloud, MN, US
Maggie Mixdorf
Client Service Senior Coordinator
Ankeny, IA, US
Tony Conroy
Financial Advisor
Clear Lake, IA, US
Kimberly Young
Practice Manager and Office Manager
Johnston, IA, US
Michelle Shaji
Operations Specialist
Johnston, IA, US
Catherine Cooper
Associate Financial Advisor
Des Moines, IA, US
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