Katie Jacobs Earns Distinguished Forbes Award

Katie Jacobs Honored As Best-in-State Women Wealth Advisor by Forbes
 
March 20^th, 2025– Katie Jacobs, CFP, APMA a Private Wealth Advisor with Ameriprise Financial, Inc, was named to the list of “Forbes Best-in-State Women Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business.
 
The rankings are based on data provided by thousands of the nation’s most productive advisors. Jacobs was chosen based on assets under management, industry experience, compliance record and best practices in her practice and approach to working with clients.
 
Jacobs is part of StrongBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jacobs has 26 years of experience with Ameriprise Financial.
 
As a Private Wealth Advisor, Jacobs provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with her clients. For more information, please contact StrongBridge Wealth Advisors at 715-422-7604 or on the website at StrongBW.com.
 
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years¹. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
 
Visit forbes.com for additional information about Forbes.
 
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¹Company founded June 29, 1894.
Source: Forbes, “Forbes Best-in-State Women Wealth Advisors”
 
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
 
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
 
(Required disclosure for CFP designation – delete if not applicable) Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.    
     
(Required disclosure for CMFA designation – delete if not applicable) The Certified Military Financial Advisors program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly.     
     
(Required disclosure for CKA designation – delete if not applicable) Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.   
 
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.     
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.     
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.     
© 2025 Ameriprise Financial, Inc. All rights reserved.
 
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