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Alexander Vantlin

Advisor at Ameriprise

Updated today

Location

Mount Vernon, IN 47620-2010

Credentials

Series 66

Industry experience

4 years

About

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.

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

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

711 E 4th St

Mount Vernon, IN 47620-2010

Most active in

Indiana · Texas

Work history

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)

Disclosures

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

Business activities & affiliations

David D

CFP®

Mount Vernon, IN

The Other 90 Financial, LLC

David Dodd, CFP®, CKA®, specializes in guiding Christians over the age of 50 towards two main goals: To Retire Successfully and Steward Well. As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide. Our Services Include: • Retirement Income and Investment Management • Tax, Insurance, and Estate Planning • Social Security and Medicare Education • Charitable Giving Strategies David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees. This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a percentage of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions. Experience Our Services With a Free Retirement Assessment: Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized • Retirement Assessment addressing: 1. Retirement readiness 2. Tax reduction strategies 3. Investment improvements David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master." Disclosure: The Other 90 Financial, LLC is registered in Indiana and Illinois. This material is for informational purposes only and does not constitute tax, legal, or accounting advice.

General retirement planning General tax planning Founder/Business Owner Executive Christian Faith Based Baby Boomers (Born 1946-1964)
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Steven S

Series 63, Series 65

Carmi, IL

StoneX Advisors Inc.

Steven Smith is a financial advisor with StoneX Advisors Inc. in Carmi, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Brooklight Place Securities. Since 2011, he has also operated Steven Smith Financial, providing financial services that include investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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Ryan K

Series 63, Series 65

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

Ryan Kelley is a financial advisor with Fifth Third Securities, Inc. in Mt Vernon, Indiana. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 16 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutions. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, and benefits from its affiliation with Fifth Third Bank and a comprehensive supervisory framework.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

Ryan H

Series 66

Evansville, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management

Kaylee A

Series 66

Carmi, IL

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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Melissa C

Series 63, Series 65, Series 66

Carmi, IL

OSAIC

Melissa Crow is a financial advisor with OSAIC and holds Series 63, 65, and 66 licenses. She has been with OSAIC and CAVU Wealth Advisors since 2025. Prior to her financial advisory roles, she spent several years working in education and operated a truck and trailer sales business. Outside of finance, she co-owns and helps operate Skillet Fork Outfitters Inc., a hunting outfitting business in Carmi, Illinois. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory programs and investment solutions, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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