Robert W. Baird & Co.
47yrs
Top advisor by experience in Minnetonka
26yrs
Jay Rothmeier
Full name on record: Jay Edwin Rothmeier
Financial advisor at Ameriprise Financial Services
Jay Rothmeier is a fiduciary financial advisor in Minnetonka, Minnesota, with 26 years in the industry. After a year at Merrill and less than a year at Wells Fargo Advisors, Jay joined Ameriprise Financial Services in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors in Minnetonka
Office10900 Wayzata Blvd Suite 150, Minnetonka, MN 55305
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowAmeriprise Financial Services, LLCCurrent firm
- Oct 2016 – Apr 2018MerrillPreviously
- Jul 2016 – Nov 2016
- Nov 2014 – Apr 2016Morgan StanleyPreviously
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Jay’s local office at (952) 746-9450 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Jay Rothmeier.
How long has Jay been a financial advisor?
Jay has been in the industry since 2001, about 26 years. More experience than 74% of advisors in Minnetonka.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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