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Benjamin Lotterer

Advisor at Ameriprise

Updated today

Location

Pittsburg, KS 66762

Credentials

Series 66

Industry experience

5 years

About

Benjamin Lotterer is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of his advisory role, he serves on the Board of Directors for Vie Medical Clinic in Pittsburg, Kansas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports and combining research, modeling, and tax-efficiency analysis as part of its advisory approach.

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

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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

2809 N Broadway St Ste D

Pittsburg, KS 66762

Most active in

Kansas · Texas

Work history

Home Depot

2019 - 2020 (1 year)

Ameriprise

2018 - Present (8 years)

Pittsburg State University

2018 - 2020 (2 years)

Labette Bank

2018 - 2019 (1 year)

Ernestos

2017 - 2018 (1 year)

Freddys

2017 - 2017 (1 year)

Labette Community College

2016 - 2018 (2 years)

Labette Community College

2016 - 2017 (1 year)

Freddys

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

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Randall S

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Pittsburg, KS

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General retirement planning Retired Founder/Business Owner Executive
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John S

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Pittsburg, KS

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Karen V

Series 63, Series 65

Pittsburg, KS

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