Jeff Gustafson, Cfp® Email and Phone Number
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Jeff Gustafson, Cfp® personal email
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I am an entrepreneurial, curious, ambitious and thoughtful professional in the financial services industry focused on improving the lives and livelihood of those around me. I am continually proud to represent an industry that provides such a powerful, meaningful service to clients from all walks of life who have a true need for what we provide.I have 13+ years of experience in the financial industry focused on helping financial advisors deliver more advice so that clients can lead healthy, productive, more significant lives. Most recently, this has revolved around designing and developing resources and programs to deliver advice at scale.As I continue to grow in my career, I look forward to continued collaboration with business partners and my team to enhance and operationalize the systems and process that drive success in the financial services industry.My Strengths Finder Top 5 include: Futuristic, Context, Analytical, Restorative, and Intellection
Keeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financ
View- Website:
- ameripriseadvisors.com/john.d.curtin
- Employees:
- 7
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Operations Director, Chief Operating OfficerKeeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise FinancExcelsior, Mn, Us
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Operations Director, Chief Operating OfficerKeeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Aug 2024 - PresentMinneapolis, Minnesota, United States -
Operations DirectorKeeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Aug 2023 - Aug 2024Johnston, Iowa, United States
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Business Development Director | Financial Planning SpecialistKeeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Aug 2022 - Aug 2023Johnston, Iowa, United StatesAs a member of the Leadership Team, I provide strategic support to the business in support of long-term growth goals, lead the Financial Planning Team, and manage implementation of new processes, systems and technology within the practice.
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Director- Financial Planning & Advice ContentAmeriprise Financial Services, Inc. Nov 2019 - Sep 2022Minneapolis, Minnesota -
Director, Business Learning PartnerAmeriprise Financial Services, Inc. Jan 2016 - Nov 2019Greater Minneapolis-St. Paul AreaI lead the analysis, design, and development of financial planning and comprehensive advice training strategy for our 10,000 advisors across the nation.
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Manager, Field TrainingAmeriprise Financial Services, Inc. Apr 2013 - Jan 2016Greater Minneapolis-St. Paul AreaDevelop detailed training strategy and content deliverables to achieve key company goals including the integrated client and advisor experience, client acquisition and client deepening. This includes extensive work with cross-functional teams to produce accurate, compliant, branded, timely and high quality training materials that overcome skill gaps and provide the context necessary to adopt and implement changes. Primary focus areas include: Interactive Marketing (including social media and client website), Events (including Professional Development Conference, Professional Development Workshops, Fall Field Events, Live Training Days), and Service Delivery technology tools.
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Manager, Financial Advisor TrainingAmeriprise Financial Services, Inc. Dec 2011 - Apr 2013Las Vegas, Nevada AreaRelocated to Las Vegas, NV to execute department growth & expansion initiatives for our remote distribution channel.Led, managed, coached and developed a 4 member training staff to deliver high quality training programs and curricula to over 100 financial advisor candidates including licensing, sales, products, and practice management.Partnered and strategized with stakeholders across the business to achieve department goals and establish fun, energetic and engaging culture including operations, compliance, sales, human resources, and service delivery.
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Training ConsultantAmeriprise Financial Services, Inc. Aug 2010 - Dec 2011Greater Minneapolis-St. Paul AreaI consistently facilitated and delivered a 6 week training curricula to novice groups of Financial Advisors to ensure they had the skills necessary to engage clients and build meaningful relationships. Topics included: sales, technology, products, systems, and practice management. This included hands-on problem solving and role-play activities that included coaching, feedback, partnership with management and performance management.
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Senior Financial ConsultantAmeriprise Financial Services, Inc. Jan 2010 - Aug 2010Greater Minneapolis-St. Paul Area
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Financial AdvisorAmeriprise Financial Services, Inc. Apr 2009 - Jan 2010Greater Minneapolis-St. Paul Area
Jeff Gustafson, Cfp® Skills
Jeff Gustafson, Cfp® Education Details
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Chartered Retirement Planning Counselor -
Economics
Frequently Asked Questions about Jeff Gustafson, Cfp®
What company does Jeff Gustafson, Cfp® work for?
Jeff Gustafson, Cfp® works for Keeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financ
What is Jeff Gustafson, Cfp®'s role at the current company?
Jeff Gustafson, Cfp®'s current role is Operations Director, Chief Operating Officer.
What is Jeff Gustafson, Cfp®'s email address?
Jeff Gustafson, Cfp®'s email address is je****@****ise.com
What is Jeff Gustafson, Cfp®'s direct phone number?
Jeff Gustafson, Cfp®'s direct phone number is +161285*****
What schools did Jeff Gustafson, Cfp® attend?
Jeff Gustafson, Cfp® attended College For Financial Planning, University Of Wisconsin-Madison.
What skills is Jeff Gustafson, Cfp® known for?
Jeff Gustafson, Cfp® has skills like Training, Financial Services, Series 7, Retirement Planning, Series 63, Management, Employee Training, Strategic Financial Planning, Process Improvement, Insurance, Coaching, Retirement.
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