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Michael Witt

Advisor at Ameriprise

Updated today

Location

Eagle River, WI

Credentials

Series 63, Series 66

Industry experience

34 years

About

Michael Witt is a financial advisor at Ameriprise with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Robert Baird & Co. Witt holds Series 63 and Series 66 credentials. He serves as chair of the UW Department of Orthopedics and Rehabilitation Foundation board and participates in community foundation investment reviews and trustee duties related to local nonprofit funds. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets and emphasizes written, research-backed recommendations delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

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

Eagle River, WI

Most active in

Wisconsin

Work history

Ameriprise

2024 - Present (2 years)

Wells Fargo Clearing

2016 - 2024 (8 years)

Robert Baird & Co.

1992 - 2016 (24 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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Thomas W

Series 63, Series 66

Eagle River, WI

Gateway Wealth Partners, LLC

Thomas Wittkopf is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., SII Investments, Inc., and LPL Financial, LLC. He also serves as President and CEO of Great North Bank and owns a small business, Witt Guns & Ammo. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets.

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Justen S

Series 66

Eagle River, WI

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Justen Schemmel is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He has worked at Cambridge Investment Research Advisors and its affiliated entities since 2019 and previously spent eight years at ABB. Outside of his advisory role, Schemmel volunteers with the Headwaters Youth Soccer Association and serves on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using a variety of platforms and third-party strategists.

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

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CFP®, Series 66

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Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Connie C

Series 63, Series 66

Eagle River, WI

LPL Financial

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Harris Financial Advisors and M&I Bank. Outside of her advisory role, she owns a restaurant equipment service business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

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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Ronald P

Series 63

Eagle River, WI

Cambridge Investment Research Advisors

Ronald Patterson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 35 years of industry experience, including prior roles at Commonwealth Financial Network and First National Investment Center. He serves on the board of Aspirus Hospital North Division and is involved with Ducks Unlimited. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party strategists in its investment approach.

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

Chad K

Series 66

Eagle River, WI

Edward Jones

Chad Kielty is a financial advisor with Edward Jones in Eagle River, WI, holding a Series 66 designation and four years of industry experience. He previously worked at M Health Fairview and Robert Half before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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