Derek Schanhofer
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
Luxemburg, WI
Credentials
CFP®, Series 63, Series 66
Industry experience
29 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Fee options
$500,000 - $999,999: $1,500 per Engagement Period $1,000,000 - $1,499,999: $2,000 per Engagement Period $1,500,000 - $1,999,999: $2,500 per Engagement Period $2,000,000 - $2,999,999: $3,000 per Engagement Period $3,000,000 - $4,999,999: $4,000 per Engagement Period $5,000,000 - $7,499,999: $5,000 per Engagement Period $7,500,000 - $9,999,999: $6,000 per Engagement Period $10,000,000+: $7,000 per Engagement Period
Account minimum: $1,000,000 Minimum fee: $1,500 to $7,000 per Engagement Period (annual flat fee) until August 2025 Fee-only: Flat fee per Engagement Period for retirement income planning advice
Work history
Ameriprise Financial Services, LLC
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2012 - 2020 (8 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.
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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.
James G
Series 63
Green Bay, WI
Edward Jones
Charles W
Series 63
Green Bay, WI
Edward Jones
Paul R
Series 63, Series 66
Luxemburg, WI
Merrill
Paul Rentmeester serves as a Resident Director at Merrill, bringing over two decades of experience in finance and accounting to his role. Since joining Merrill in 2008, he has focused on delivering disciplined financial planning that aligns all aspects of clients’ financial lives with their specific goals. His areas of expertise include college and education planning, liquidity management, retirement income, portfolio management, tax minimization, and philanthropic planning. Paul holds a Bachelor’s Degree in Accounting from Barry University in Miami, Florida, earned in 1988. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, Paul has been recognized for his commitment to client service and leadership, including his tenure as the Green Bay Merrill office Resident Director from 2012 to 2022. He is a member of several professional and community organizations, such as Paul’s Pantry, NEW Community Shelter, Purple Aces, and the Brown County Women’s Club. Paul is actively involved in supporting homeless shelters, youth athletics, food pantries, and local non-profit fundraisers. Outside of work, he enjoys biking, boating, fishing, golfing, music, and spending time with his family.
Larry B
Series 63, Series 66
Casco, WI
LNB Financial LLC
Dana T
Series 63, Series 66
Kewaunee, WI
Midwestern Securities Trading Company, LLC
John F
Series 66
Luxemburg, WI
Midwestern Securities Trading Company, LLC
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