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Advisors / Minnesota / Minneapolis
28yrs

Jeffrey Scheerer

Financial advisor at Ameriprise Financial Services

Jeffrey Scheerer has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Minneapolis, Minnesota. Jeffrey has been with Ameriprise Financial Services since 2013. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.

Minneapolis, MN 55402Top 16% by experience in MinneapolisFiduciary advisor
Call the officeDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top 16% by experience in Minneapolis
Office901 3rd Ave S, Minneapolis, MN 55402
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2013 – now

Questions to ask Jeffrey

Tailored to Jeffrey’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jeffrey

How do I contact Jeffrey?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Jeffrey Scheerer. Jeffrey works from the Minneapolis, MN office.

How long has Jeffrey been a financial advisor?

Jeffrey has been in the industry since 1998, about 28 years. Top 16% by experience in Minneapolis.

What licenses does Jeffrey hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jeffrey a fiduciary?

Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jeffrey paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffrey 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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