Vincent Hagy
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.
About
Vincent Hagy is a financial advisor with Ameriprise in Wytheville, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Fairview Contractors Inc. and served in the United States Air Force Reserves. Outside of his advisory role, he coaches and helps lead a nonprofit youth soccer club for children in grades 1 through 7. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets, using a centralized consulting team that provides non-discretionary, research-driven recommendations focused on tax efficiency and adaptive withdrawal strategies.
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
Fee options
$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%
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
335 E Monroe St
Wytheville, VA 24382
Most active in
Vincent H has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Ameriprise
2021 - Present (5 years)
Fairview Contractors Inc
2016 - 2021 (5 years)
United States Air Force Reserves
2013 - 2021 (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.
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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.
Ethan C
Series 66
Wytheville, VA
Cary Street Partners
Aaron S
Series 66
Wytheville, VA
Cary Street Partners
Russell J
Series 66
Wytheville, VA
Cary Street Partners
Samuel C
Series 66
Wytheville, VA
Ameriprise
Curtis M
Series 66
Wytheville, VA
Edward Jones
Thomas E
ChFC®, Series 63, Series 65
Wytheville, VA
Planmember Securities Corporation
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