AeroLeads people directory · profile
Jeff Gustafson, Cfp® Email & Phone Number
Operations Director, Chief Operating Officer
at
Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ
1 work email found
@ameriprise.com
3 phones found area 612 and 800
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Role
Operations Director, Chief Operating Officer
Location
Excelsior, Minnesota, United States
Company size
Who is Jeff Gustafson, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Gustafson, Cfp® is listed as Operations Director, Chief Operating Officer at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ, a with 7 employees, based in Excelsior, Minnesota, United States. AeroLeads shows a work email signal at ameriprise.com, phone signal with area code 612, 800, and a matched LinkedIn profile for Jeff Gustafson, Cfp®.
Jeff Gustafson, Cfp® previously worked as Operations Director, Chief Operating Officer at Keeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Operations Director at Keeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc. Jeff Gustafson, Cfp® holds Chartered Retirement Planning Counselor from College For Financial Planning.
Company email context
Email format at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ
This section adds company-level context without repeating Jeff Gustafson, Cfp®'s masked contact details.
*@ameriprise.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeff Gustafson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jeff Gustafson, Cfp®
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
Listed skills include Training, Financial Services, Series 7, Retirement Planning, and 16 others.
Current workplace
Jeff Gustafson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Keeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financ
11 roles
Jeff Gustafson, Cfp® work experience
A career timeline built from the work history available for this profile.
Operations Director, Chief Operating Officer
Current
Aug 2024 - Present
Operations Director
Aug 2023 - Aug 2024
Business Development Director | Financial Planning Specialist
As 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.
Aug 2022 - Aug 2023
Director- Financial Planning & Advice Content
Nov 2019 - Sep 2022
Director, Business Learning Partner
I lead the analysis, design, and development of financial planning and comprehensive advice training strategy for our 10,000 advisors across the nation.
Jan 2016 - Nov 2019
Manager, Field Training
Develop 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.
Apr 2013 - Jan 2016
Manager, Financial Advisor Training
Relocated 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.
Dec 2011 - Apr 2013
Training Consultant
I 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.
Aug 2010 - Dec 2011
Senior Financial Consultant
Jan 2010 - Aug 2010
Financial Advisor
Apr 2009 - Jan 2010
2 education records
Jeff Gustafson, Cfp® education
Chartered Retirement Planning Counselor
Bachelor'S Degree, Economics
FAQ
Frequently asked questions about Jeff Gustafson, Cfp®
Quick answers generated from the profile data available on this page.
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 Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ?
Jeff Gustafson, Cfp® is listed as Operations Director, Chief Operating Officer at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ.
What is Jeff Gustafson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ameriprise.com for Jeff Gustafson, Cfp® at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ.
What is Jeff Gustafson, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 612, 800 for Jeff Gustafson, Cfp® at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ.
Where is Jeff Gustafson, Cfp® based?
Jeff Gustafson, Cfp® is based in Excelsior, Minnesota, United States while working with Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ.
What companies has Jeff Gustafson, Cfp® worked for?
Jeff Gustafson, Cfp® has worked for Keeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financ, Keeling Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, and Ameriprise Financial Services, Inc..
How can I contact Jeff Gustafson, Cfp®?
You can use AeroLeads to view verified contact signals for Jeff Gustafson, Cfp® at Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financ, including work email, phone, and LinkedIn data when available.
What schools did Jeff Gustafson, Cfp® attend?
Jeff Gustafson, Cfp® holds Chartered Retirement Planning Counselor from College For Financial Planning.
What skills is Jeff Gustafson, Cfp® known for?
Jeff Gustafson, Cfp® is listed with skills including Training, Financial Services, Series 7, Retirement Planning, Series 63, Management, Employee Training, and Strategic Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jeff Gustafson, Cfp® you were looking for.
View similar profiles