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Jacqueline Ampe

Senior Vice President, Financial Advisor

CFP®, CRC®

Office Information


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Jacqueline’s Locations

2351 Connecticut Ave Ste 310
Sartell, MN 56377
(320) 253-1828
303 22nd Ave W Ste 200
Alexandria, MN 56308
(320) 253-1828
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About Jacqueline

With over 25 years of industry experience and holding both Certified Financial Planner and Certified Retirement Councilor* designations, Jacqueline is a dedicated wealth advocate and fiduciary. She has also been honored with the FIVE STAR Wealth Manager Award for seven consecutive years (2019-2025)**. Jacqueline has developed a strong understanding and expertise in investment management, retirement and estate planning, all tailored around tax efficient solutions as well.

Jacqueline’s passion lies in helping individuals, families and small businesses design comprehensive planning strategies that will help them grow and sustain their wealth. Educating clients so they can make informed and sound decisions while on their personal journey towards financial security and independence is also very important to her.

In her down-time, Jacqueline enjoys spending time with her husband, Scott, their children and grandchildren. She also enjoys traveling, bicycling, golfing, gardening and reading.

Jacqueline graduated from St. Cloud State University with Bachelor degrees in both International Business with an emphasis in Marketing, and French.

*CRC conferred by InFre®

Education

  • B.S. International Business with emphasis in Marketing, St. Cloud State University

Additional licenses and designations

  • Insurance License

Awards & Recognition

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2025

Five Star Wealth Manager (2025)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 FIVE STAR Wealth Managers. Awarded on 11/1/2024 for the period of 3/13/24 - 10/29/24.

2024

Five Star Wealth Manager (2024) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.

2023

Five Star Wealth Manager (2023) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

2022

Five Star Wealth Manager (2022) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.

2021

Five Star Wealth Manager (2021) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.

2020

Five Star Wealth Manager (2020) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 FIVE STAR Wealth Managers. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19.

  1. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 FIVE STAR Wealth Managers. Awarded on 11/1/2024 for the period of 3/13/24 - 10/29/24.
  2. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.
  3. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.
  4. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.
  5. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.
  6. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 FIVE STAR Wealth Managers. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19.

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