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
- 2024 -now Operations Director, Chief Operating Officer @
- 2023 -2024 Operations Director @
- 2022 -2023 Business Development Director | Financial Planning Specialist @
- 2019 -2022 Director- Financial Planning and Advice Content @
- 2016 -2019 Director, Business Learning Partner @
- 2013 -2016 Manager, Field Training @
- 2011 -2013 Manager, Financial Advisor Training @
- 2010 -2011 Training Consultant @
- 2010 -2010 Senior Financial Consultant @
- 2009 -2010 Financial Advisor @
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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