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William Carl

Advisor at Ameriprise

Updated today
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Firm

Ameriprise

Location

Quinton, VA

Credentials

Series 63, Series 65

Industry experience

12 years

Fee options

Percentage

$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

Other

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.

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Taylor J

CFP®, CPA

Henrico, VA

Impact Financial, LLC

I’m Taylor Jessee, founder of Impact Financial. Thanks for stopping by. You’d probably like to know a little bit more about me. Don’t worry. I won’t bore you with the basics you can easily find on LinkedIn or Facebook. After earning my CPA and CFP® certifications, and working for other financial advisory firms (of all sizes…big, medium, and small) for nearly a decade, I founded Impact Financial in 2022. Why, you ask? Don’t get me wrong; I learned a ton, worked with a lot of great people, and discovered my life’s calling. But in the back of my mind it felt like something was missing. I grew tired of the corporate grind. Tired of the endless pursuit of ‘more’ - more money, more prestige, more market share - when all I really wanted more of was life. So, with a wife and three young kids, I took a giant leap of faith to build Impact Financial. To build a company that views the financial advising profession as helping lifting a weight off someone’s shoulders so they can live out their own calling. To build a company that maintains high professional standards, while remaining down-to-earth and welcoming. To build a company that aims to make a positive impact in its clients’ lives and in the community. But that’s enough about me. Let's talk about your story!

General retirement planning Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Christian V

Series 63, Series 65

Henrico, VA

Fidelity

Christian Vanhoose is an Investment Consultant currently working at Fidelity Investments since 2024. He meets clients where they are in their financial journey and provides them with education and recommendations to help them work toward their financial goals. Christian's professional experience includes roles as an Individual Financial Consultant at TIAA from 2023 to 2024 and as a Financial Services Consultant at TIAA from 2021 to 2023. He holds a California Insurance License. Outside of his professional career, Christian has personal interests that include spending time at the beach, enjoying food, movies, music, and caring for pets.

Wealth management Passive / index investing Active portfolio management

Ryan R

CFP®, Series 66

Mechanicsville, VA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Inheritance planning Founder/Business Owner

Christopher R

CFP®, Series 63, Series 66

Mechanicsville, VA

Fidelity

Chris Rysak is a Financial Consultant currently working at Fidelity Investments since 2023. He has previously held positions as a Financial Consultant and Investment Consultant at Charles Schwab from 2016 to 2023, as well as roles at T. Rowe Price and Vanguard, where he specialized in retirement and client relationship administration respectively. His approach involves collaborating with clients to develop financial plans that address wealth accumulation, preservation, distribution, and legacy considerations. Chris emphasizes understanding clients' goals and adapting plans as their circumstances evolve to maintain alignment with their changing objectives. Details regarding his education, credentials, personal interests, or community involvement were not provided.

General retirement planning Retirement income strategy Income planning Wealth management General estate planning guidance

Virginia M

CFP®, Series 66

Mechanicsville, VA

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive

Marco B

Series 63, Series 66

Mechanicsville, VA

Fidelity

Marco Backus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as an Investment Solutions Representative at Fidelity Investments in 2024 and as a Customer Relationship Advocate at the same firm from 2022 to 2024. Raised in Germany, Marco was influenced early on by his father's management of their family's financial consulting business. Marco's professional journey includes a move to America, which has provided him with diverse experiences and an ability to empathize with clients from various backgrounds. He is known for an honest and direct approach to client relationships, aiming to instill confidence in their financial futures. Outside of his professional work, Marco enjoys cooking and baking, family activities, fitness, outdoor adventures, reading, and traveling.

Wealth management Immigrants
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