Aaron Hvitved
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.
Location
Cresco, IA 52136
Credentials
Series 66
Industry experience
22 years
About
Aaron Hvitved is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, Hvitved serves on several local boards, including Cresco Community Theatre as Treasurer and Regional Health Services of Howard County Hospital Foundation as Vice President. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a Retirement Income Oversight Committee to deliver personalized retirement income advice.
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
111 2nd St W
Cresco, IA 52136
Most active in
Aaron H has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2002 - 2020 (18 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.
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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.
Mark C
Series 63, Series 66
Cresco, IA
Edward Jones
Mark Cuvelier is a financial advisor with Edward Jones in Cresco, IA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward Jones since 1994. Cuvelier serves as President of the Cresco Country Club and is involved with solar energy ventures through MRC LLC and CUV Solar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.
Ally G
Series 66
Cresco, IA
Ameriprise
Ally Grover is a financial advisor with Ameriprise in Cresco, IA, holding a Series 66 designation and with one year of industry experience. Prior to joining Ameriprise, Ally worked at First Citizens Bank and held positions outside the financial sector, including at Applebee's and an animal health care clinic. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a large institutional platform that also delivers advisory, brokerage, and insurance solutions.
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