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Brian Fruit

Advisor at Ameriprise

Updated today

Location

Richland Center, WI 53581

Credentials

Series 63, Series 65

Industry experience

11 years

About

Brian Fruit is a financial advisor with Ameriprise in Reedsburg, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves individuals approaching or in retirement and integrates advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

1313 W Seminary St Ste 100

Richland Center, WI 53581

Most active in

Wisconsin

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2014 - 2020 (6 years)

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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Scott K

Series 66

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Terry S

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Richland Center, WI

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Joseph B

Series 66

Richland Center, WI

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Joseph Brown is a financial advisor with Commonwealth Financial Network in Richland Center, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2016 and is also a co-owner of RSF, LLC. Brown serves as a board member of Ithaca Public School. Commonwealth Financial Network is a registered investment adviser supporting a national network of advisors and their clients with a range of advisory programs, including discretionary model portfolios and customized investment solutions. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

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Brandi W

Series 63, Series 65

Richland Center, WI

Commonwealth Financial Network

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked concurrently at Commonwealth, WCCU Investment Consultants, and Mellem Fish House, and has been an independent consultant for Norwex. Outside of her advisory work, she is involved in personal care and cleaning product sales and has experience in the hospitality industry. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, operations, technology, and compliance support. The firm offers discretionary portfolio management, third-party asset manager access, and distinct program structures tailored to advisors’ client needs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kaleb F

Series 66

Richland Center, WI

Commonwealth Financial Network

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kim L

ChFC®, Series 63

Richland Center, WI

Eagle Strategies (NY Life)

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 30 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 1995 and currently operates Prosper Financial Strategies, LLC. Outside of his advisory role, Luckey serves on the board of the Richland Hospital Foundation and is involved in local youth sports as a referee and officer for the Richland Area Rotary Youth Soccer organization. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, supported by a large network of investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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