Merrill
47yrs
Top advisor by experience in Wayzata
31yrs
David Jackson
Financial advisor at Ameriprise Financial Services
Based in Wayzata, Minnesota, David Jackson is a fiduciary financial advisor with 31 years of industry experience. David has been with Ameriprise Financial Services since 2026; before that, David spent 20 years at Thrivent Investment Management. David holds the ChFC designation.
One of 467 advisors with offices in Wayzata, and one of 436 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 13% by experience in Minnesota
Office701 Lake St E Suite 290, Wayzata, MN 55391
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowAmeriprise Financial Services, LLCCurrent firm
- 2006 – 2026Thrivent Investment Management Inc.Previously
Contact David
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for David. 701 Lake St E Suite 290Wayzata, MN 55391Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask David
Tailored to David’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Ameriprise Financial Services at (612) 671-3131 and ask for David Jackson. David works from the Wayzata, MN office.
How long has David been a financial advisor?
David has been in the industry since 1995, about 31 years. Top 13% by experience in Minnesota.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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