wiseradvisor

Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®
Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Tel: (303) 252-9777
9351 Grant St
Suite 300
Thornton, CO 80229
Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. | Financial Advisor in Thornton ,CO

About Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.


General Information

Insurance License#:   CA Insurance #0D98613
Name of Broker/Dealer:   Ameriprise Financial Services, Inc.
States Licensed in:   CO TX, MT, OK, IL, VA, OR, CA, NE, AZ, NV, MA, MD, KS, MO, MN, ID
Number of Years with Current Firm:   19
I work with the following types of clients:   Individual Investors, Businesses, Families


Services

Investment Types:   Alternative Investments, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Video Conference, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Accident
Non-Financial Organization Memberships:   Certified Financial Planner Board standards


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Flat Fee, Commissions


Education

Masters of Engineering Management  St. Martin's College
-

Bachelor of Science, Astrophysics  Michigan State University
-



Disclaimer

Ameriprise Financial cannot guarantee future financial results. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved. 2479086ACMR0419

Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®

Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®

CERTIFIED FINANCIAL PLANNER" practitioner

As a financial advisor, I help de-mystify the process of achieving financial goals.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 2:00 PM

Compensation Arrangements

Check Visa
MasterCard American Express
Discover