Alexander Vantlin
Advisor at Ameriprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ameriprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mount Vernon, IN 47620-2010
Credentials
Series 66
Industry experience
4 years
Alexander Vantlin is a financial advisor with Ameriprise in Mount Vernon, IN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and has prior work experience in several roles including positions at Juncker Outdoor Power and Equipment and Western Kentucky University. Vantlin is also involved as an Associate Financial Advisor with Derrick T Wells LLC, assisting with general office tasks and financial planning. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Based on Ameriprise
Based on Ameriprise
$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%
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.
711 E 4th St
Mount Vernon, IN 47620-2010
Indiana · Texas
Ameriprise
2021 - Present (5 years)
Juncker Outdoor Power and Equipment
2020 - 2020 (1 year)
Warehouse Services, Inc.
2019 - 2019 (1 year)
Red Lobster
2018 - 2020 (2 years)
Lowe's
2017 - 2018 (1 year)
WKU L.D. Brown Ag Expo Center
2016 - 2017 (1 year)
Western Kentucky University
2016 - 2020 (4 years)
Juncker Brothers Sales and Service
2015 - 2018 (3 years)
Mt. Vernon Senior High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")