SC Wisconsin News

Katie Jacobs, a Certified Financial Planner (CFP) and Accredited Portfolio Management Advisor (APMA), has been recognized by Forbes as one of the "Best-in-State Women Wealth Advisors." Jacobs, who is affiliated with Ameriprise Financial, Inc., was selected for this honor due to her high ethical standards, professionalism, and business success.

The Forbes rankings are based on data from thousands of top advisors across the country. Jacobs' selection was influenced by factors such as assets under management, industry experience, compliance record, and best practices in client interactions. She is part of StrongBridge Wealth Advisors, a private wealth advisory practice within Ameriprise Financial Services, LLC. With 26 years at Ameriprise Financial, Jacobs provides financial advice tailored to individual client needs through personalized relationships.

Ameriprise Financial has been assisting clients with investment advice and asset management for over 130 years. The company boasts a network of 10,000 financial advisors nationwide. More information about the firm can be found on their website or by contacting StrongBridge Wealth Advisors directly.

Forbes magazine compiles these rankings in collaboration with SHOOK Research using an algorithm that includes qualitative and quantitative data. This process does not consider investment performance as it varies based on client objectives and risk tolerances.