user avatar

Ashley Hartman

Advisor at Ameriprise

Updated today

Location

Pine City, MN

Credentials

Series 66

Industry experience

17 years

About

Ashley Hartman is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2007. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Pine City, MN

Most active in

Minnesota

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services Inc.

2007 - 2020 (13 years)

Disclosures

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

Business activities & affiliations

user avatar

Sara S

Series 63, Series 65

Pine City, MN

LPL Financial

Sara Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at LPL Financial since 2017 and previously spent nine years with Investment Centers of America. Smith also serves as Vice President and Retail Manager at Frandsen Bank & Trust, where she supervises tellers and customer service operations. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and credit services through affiliated entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Joshua L

Series 66

Pine City, MN

LPL Financial

Joshua Lartch is a financial advisor at LPL Financial in Pine City, MN, holding a Series 66 designation with four years of industry experience. He has worked at Frandsen Bank & Trust and LPL Financial since 2018. Outside of his advisory role, Lartch serves as a board member and director for the Pine County Agricultural Society, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Evan P

Series 66

Rush City, MN

Cetera

Evan Pinkston is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Prior to joining Cetera in 2019, he served in the Department of Defense for nine years. Outside of advising, he co-owns Creo Financial Services, which provides payroll and bookkeeping for local small businesses, and participates on the finance committee of the Tusen Tack organization. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by both advisor-managed and firm-sponsored investment programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Robert R

Series 66

Pine City, MN

LPL Financial

Robert Root is a financial advisor with LPL Financial in Pine City, MN, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Frandsen Bank & Trust, Securities America, Investment Centers of America, Inc., and Gähler Investment Group. Outside of his advisory work, he is also an agent for non-variable insurance through Frandsen Investment Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that combines advisory and non-advisory products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Michael R

ChFC®, Series 63, Series 66

Pine City, MN

LPL Financial

Michael Ritland is a financial advisor with LPL Financial in Ada, MN, holding a ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including ten years with Investment Centers of America prior to joining LPL Financial in 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Sydney N

CFP®, Series 66

Pine City, MN

Edward Jones

Sydney Nelson is a CFP® and Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He joined Edward Jones in 2019 after working at Northwestern Mutual and holding various roles including teaching and hospitality. Outside of advising, Nelson owns a small antiques business, selling items at a local antique mall on weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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")