Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Minnetonka, MN area, Adam Jakes will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Adam Jakes - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Adam Jakes - Financial Advisor, Ameriprise Financial Services, LLC
Who is Adam Jakes and what services does he offer?
Adam Jakes is a financial advisor with Ameriprise Financial Services, LLC in Minnetonka, MN, specializing in retirement planning, investment management, tax planning, education savings, insurance, small business, stock options, social security benefits, and estate planning.
Where is Adam Jakes' financial advisory office located?
The office is located at 701 Carlson Pkwy, Ste 1040, Minnetonka, MN 55305, United States.
How can I contact Adam Jakes for financial advice?
You can contact Adam Jakes by phone at +1 952-449-6690 or via email at Adam.Jakes@ampf.com.
Does Adam Jakes provide online appointments or onsite services?
Yes, Adam Jakes offers both online appointments and onsite services to clients.
How can I schedule an appointment with Adam Jakes?
Appointments can be scheduled through his contact page at https://www.ameripriseadvisors.com/team/shine-wealth/contact.
What professional associations is Adam Jakes affiliated with?
Adam Jakes is affiliated with the Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) associations.
Are there other financial advisors near Adam Jakes' office?
Yes, nearby financial advisors include Tina Licari, RBC Wealth Management, Jackie Larson, Endeavr, Jeff Belstler, and Grant Fjosne.
What nearby places might be useful for clients before or after visiting Adam Jakes?
Clients might visit nearby places like Carlson Center for events or dining at Carlson Towers, which can make for convenient and enjoyable stops before or after financial consultations.
Are there nearby insurance agencies near Adam Jakes' office?
Yes, Farmers Insurance - John Wimbley and Austin Agency Inc are nearby insurance agencies clients can consider for complementary services.
How might nearby real estate services assist clients of Adam Jakes?
Nearby real estate services such as HQ, Rick Ince - Leyendecker Realty, Petey Trinh, 601 Tower, and Roulet Law Firm can assist clients with real estate transactions and legal needs related to property planning alongside financial advice.