Parker Denning
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
Fort Madison, IA
Credentials
Series 63, Series 65
Industry experience
1 year
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
2023 - Present (3 years)
Scheels Sports
2022 - 2023 (1 year)
Southeastern Community College
2020 - 2022 (2 years)
JJD Contracting
2018 - 2018 (1 year)
Fort Madison School District
2013 - 2020 (7 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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
Burlington, IA
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Series 66
Burlington, IA
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Lance B
CFP®
Burlington, IA
Clearwealth
ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.
Ryan B
CFP®, Series 63
Burlington, IA
Clearwealth
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