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
Cedar Springs, MI
Credentials
Series 7, Series 66
Industry experience
10 years
Why did you become a financial advisor?
My grandfather helped me buy my very first stock when I was 14. I knew from that moment I wanted to be a financial advisor and help people with comprehensive planning.
About
My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.
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
General retirement planning
General tax planning
Life insurance needs analysis
General estate planning guidance
Debt management
Fee options
75
Location
Cedar Springs, MI
Most active in
Brandon T has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, inc.
2017 - 2020 (3 years)
Commonwealth Financial Services
2016 - 2017 (1 year)
Hantz FInancial Services
2015 - 2016 (1 year)
Davenport University
2011 - 2017 (6 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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jerome M
Series 65
Sparta, MI
Compound Value Advisers, LLC
Derrin L
Series 63, Series 65
Pierson, MI
Derrin Leigh LLC
Sara L
CFP®
Belmont, MI
Henrickson Nauta Wealth Advisors, Inc.
Olga H
Series 66
Belmont, MI
Henrickson Nauta Wealth Advisors, Inc.
Douglas H
Series 63, Series 66
Belmont, MI
Henrickson Nauta Wealth Advisors, Inc.
Tamara S
Series 65, Series 66
Belmont, MI
Henrickson Nauta Wealth Advisors, Inc.
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")