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Jessica Durand

Advisor at Ameriprise

Updated today

Location

Owatonna, MN

Credentials

Series 66

Industry experience

6 years

About

Jessica Durand is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, U.S. Bank, U.S. Bancorp Investments, Inc., and United Prairie Financial Network. Outside of advisory work, she is involved with DTK Enterprises, LLC, which provides support and service to advisors and clients, and she also works as a product specialist providing beverage samples in a retail setting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

Owatonna, MN

Most active in

Minnesota

Work history

Ameriprise

2023 - Present (3 years)

Homemaker

2022 - 2023 (1 year)

Edward Jones

2022 - 2022 (1 year)

U.S. Bank

2021 - 2022 (1 year)

U.S. Bancorp Investments, Inc.

2018 - 2021 (3 years)

United Prairie Financial Network

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Derek D

CFP®, ChFC®, Series 63, Series 65

Owatonna, MN

PharmD Financial Planning LLC

Derek Delaney is a financial advisor at PharmD Financial Planning LLC in Owatonna, MN, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Profinium, Inc. and THRIVENT Financial. PharmD Financial Planning is a solo, state-registered advisory firm serving individual clients, including high-net-worth households, and nonprofit organizations. The firm offers investment management through third-party manager programs and comprehensive financial planning, primarily implementing passive portfolios using index mutual funds and ETFs.

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Barry B

Series 65

Owatonna, MN

Horter Investment Management, LLC

Barry Bayles is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Horter Investment Management since 2018 and also operates Financial Freedom Partners LLC, where he serves as a sole proprietor providing insurance sales. Additionally, he has been self-employed since 2003 in tax preparation, assisting individuals and small businesses with income tax filings. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a broad client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides ongoing account oversight with supplemental quarterly reporting.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Christopher F

Series 66

Owatonna, MN

First Heartland Consultants, Inc.

Christopher Fiske is a financial advisor with First Heartland Consultants, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining First Heartland, he worked at Thrivent Financial and served as a chaplain in the Iowa Army National Guard from 2013 to 2021, where he provided religious support and supervised other chaplains. Outside of his advisory role, he is a part-owner and financial manager of Steel Toe Games. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Gary H

Series 63

Owatonna, MN

PFG Advisors

Gary Hughes is a financial advisor with PFG Advisors in Owatonna, MN, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Ameriprise Financial Services, Securities America Advisors, and United Prairie Bank. He has maintained his own practice since 1987 alongside his positions at various firms. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Elijah B

Series 66

Owatonna, MN

PFG Advisors

Elijah Bushman is a financial advisor at PFG Advisors with a Series 66 designation and one year of experience in advisory roles. His prior work history includes roles at United Planners, OSAIC, United Prairie Bank, and the United States Postal Service. PFG Advisors offers fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing macro allocation through index-based ETFs alongside fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
user avatar

Geoffrey S

Series 63, Series 65

Owatonna, MN

Principal Financial Services

Geoffrey Stamp is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He currently works with JJ Swanson Advisory Group and Bridge Street Wealth Strategies and has been with Principal Securities Inc. since 2016. Outside of advising, he serves as an officer on the Owatonna Early Edition Rotary Club’s Foundation Committee, where he helps secure grant funding for community projects. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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