UBS Financial Services
47yrs
Top 1% by experience in Louisville
14yrs
Jonathan Litmer
Full name on record: Jonathan Robert Litmer
Financial advisor at Ameriprise Financial Services
Jonathan Litmer is a fiduciary financial advisor in Louisville, Kentucky, with 14 years in the industry. After four years at Strategic Advisers, Jonathan 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 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors in Kentucky
Office408 Blankenbaker Parkway Suite 100, Louisville, KY 40243
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.
Career
- 2018 – nowAmeriprise Financial Services, LLCCurrent firm
- 2014 – 2018Strategic Advisers LLCPreviously
Contact Jonathan
Local office(502) 489-6900Ask for Jonathan. (612) 671-3131Main office · Minneapolis, MN 408 Blankenbaker Parkway Suite 100Louisville, KY 40243Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- 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 Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (502) 489-6900 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Jonathan Litmer.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2012, about 14 years. More experience than 52% of advisors in Kentucky.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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