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Jay Theis - Financial Advisor, Ameriprise Financial Services, LLC
824 3rd Avenue, Sheldon, Iowa, United States
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About the Jay Theis - Financial Advisor, Ameriprise Financial Services, LLC
Jay Theis, a Financial Advisor at Ameriprise Financial Services, LLC located at 824 3rd Avenue in Sheldon, Iowa, offers a wide range of financial services to individuals and small business owners. Jay holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Chartered Financial Consultant, providing comprehensive financial planning services to his clients. Jay's commitment to ethical practices and ongoing education ensures that he can offer the best possible advice to help clients achieve their financial goals. Contact Jay Theis today for personalized financial guidance tailored to your individual needs.
Photos of Jay Theis - Financial Advisor, Ameriprise Financial Services, LLC
824 3rd Ave, Sheldon, IA 51201, United States
Opening hours of Jay Theis - Financial Advisor, Ameriprise Financial Services, LLC
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Jay Theis - Financial Advisor, Ameriprise Financial Services, LLC
"Very good guy. He looks out for your future"
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