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Gregory Dempsey

Advisor at Ameriprise

Updated today
Ameriprise logo

Firm

Ameriprise

Location

Paintsville, KY 41240-1366

Credentials

Series 66

Industry experience

2 years

About

Gregory Dempsey is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, First Guard Fence Company, Amwins, Community Trust & Investment Company, and Peoples Insurance Agency. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

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

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

620 Broadway St

Paintsville, KY 41240-1366

Most active in

Kentucky

Work history

Ameriprise

2026 - Present (1 year)

Edward Jones

2023 - 2026 (3 years)

First Guard Fence Company

2023 - 2023 (1 year)

Amwins

2022 - 2023 (1 year)

Community Trust & Investment Company

2019 - 2022 (3 years)

Peoples Insurance Agency

2015 - 2019 (4 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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