Top Wealth + Best-in-State · rank 3 · Bismarck, North Dakota · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services, LLC (high)
- “AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
- Parent company — Ameriprise Financial, Inc. (high)
- “Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2025 Ameriprise Financial, Inc. All rights reserved.” — firm_official
- “Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
- Firm type — ibd_rep (high)
- “Investment advisory products are made available through Ameriprise Financial Services, LLC, a registered investment advisor.” — firm_official
- “AMERIPRISE FINANCIAL SERVICES, LLC CRD# 6363” — sec_finra_regulatory
- Team name — Legacy Financial Partners (high)
- “Legacy Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team size — 51 (medium)
- “/team/legacy-financial-partners/financial-advice-team/jason.j.kirchmeier/” — firm_official
- CRD — 2779073 (high)
- “JASON JOHN KIRCHMEIER (CRD# 2779073)” — sec_finra_regulatory
- Years experience — 30 (high)
- “30 Years of Experience” — firm_official
- Designations — CFP, other:BFA, other:CRPC, other:CDFA, other:APMA, other:CLTC (high)
- “Jason Kirchmeier CFP ® , BFA ™ , CRPC ™ , CDFA ® , APMA ® , CLTC ®” — firm_official
Book of business
- Team AUM ($M) — 5300 (high)
- “Assets Under Management: $5.3B (Team Assets, Custodied)” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 4 (high)
- “Typical Net Worth of Relationships: $2-6M” — forbes_shook
- Client niche — generalist (medium)
- “Focus areas include: "Estate Planning Strategies, Tax Planning Strategies, Family Finances, Retirement Planning Strategies"” — firm_official
- “We provide financial advice based on your goals, now and at every stage in your life.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Investment advisory products are made available through Ameriprise Financial Services, LLC, a registered investment advisor.” — firm_official
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/jason.j.kirchmeier/ (high)
- “Jason Kirchmeier, Private Wealth Advisor in Bismarck, ND” — firm_official
- Value proposition (verbatim) — Achieve so much more. Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality. (high)
- “Achieve so much more Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality.” — firm_official
- “At Legacy Financial Partners, we strive to provide personalized client experience grounded in leadership, innovation, and integrity.” — firm_official
- Differentiators — personalized client experience grounded in leadership, innovation, and integrity, financial advice for a lifetime — at every life stage, custom investment strategies designed around client needs, meaningful connections through regular goal and life-event conversations, secure digital access with an online security guarantee (high)
- “At Legacy Financial Partners, we strive to provide personalized client experience grounded in leadership, innovation, and integrity.” — firm_official
- “Personalized investments and solutions Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives. Meaningful connections We get to know you—b” — firm_official
- Content marketing — none (medium)
- “Featured insights Now Playing As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.” — firm_official
- Has podcast — no (medium)
- “Home About Back My profile Meet the team Events Visit Ameriprise.com Working together Back How to get started My services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goa” — firm_official
- Books published — 0 (low)
- “Jason Kirchmeier Private Wealth Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/jason-kirchmeier-cfp%C2%AE-crpc%C2%AE-cltc%C2%AE-cdfa%C2%AE-apma%C2%AE-54028020/ (high)
- Social presence — linkedin_active (medium)
- “Visit Legacy Financial Partners's Facebook page Visit Legacy Financial Partners's LinkedIn page” — firm_official
- Press awards — Forbes Best-in-State Wealth Management Teams, 2026 (team) (medium)
- “Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2026” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “The Compass is a trademark of Ameriprise Financial, Inc.” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Ameriprise corporate template: blue/white palette, clean sans-serif, Compass mark in header. Imagery is team group photography and stock lifestyle shots; no team-specific mark or custom palette. (medium)
- “https://cdn.ameriprisecontent.com/cds/alwp/team/legacyfinancialpartners/639210267434legacy-financial-partners_1200x900.jpg” — firm_official
- “The Compass is a trademark of Ameriprise Financial, Inc.” — firm_official
