Andrew Haskell
Advisor at Ameriprise
Updated today
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.
Firm
Ameriprise
Location
Little Falls, MN 56345
Credentials
CFP®, Series 66
Industry experience
16 years
About
Andrew Haskell is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise since 2020 and previously worked at Commonwealth Financial Network and Investment Centers of America. Outside of his advisory role, Haskell is actively involved in coaching girls' hockey at the high school and youth levels and participates in planning the Hockey Day Minnesota 2027 event. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, 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
Fee options
$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.
Location
109 E Broadway
Little Falls, MN 56345
Most active in
Andrew H has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Ameriprise Financial Services, LLC.
2020 - Present (6 years)
Ameriprise Financial Services Inc
2020 - 2020 (1 year)
Ameriprise
2020 - 2020 (1 year)
Commonwealth Financial Network
2017 - 2020 (3 years)
Investment Centers of America
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Merrill
Richard Kleber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in investment planning and portfolio management, providing both traditional financial advice and discretionary management of personalized or defined strategies. His expertise encompasses a broad range of client focus areas including college education planning, corporate executive services, family wealth management strategies, philanthropic planning, and socially responsible investing. Richard earned a Bachelor's degree in Mathematics from St. Olaf College, where he was active in athletics, participating in basketball and track. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional work, he has been involved with Rotary International and serves on the board of the International Hearing Foundation, reflecting his commitment to community service. Residing in Edina, Minnesota, Richard lives with his wife Elizabeth and has three grown children. His personal interests include traveling, golfing, basketball, football, and enjoying cultural activities. He has also contributed to community organizations such as Africa Classroom Connection and the International Hearing Foundation.
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