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Alan Mark Dewitt

Advisor at Ameriprise — Marinette, WI

Updated today

Credentials

Series 66

Experience

11 years

Location

Marinette, WI

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Alan Dewitt is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Dewitt is also involved with JC Beck Enterprises LLC, advising clients and managing an advisory business in Menominee, Michigan. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

See office

Marinette, WI

Marinette WI

Advisors at this office

1

Most active in

Michigan · Wisconsin

Work history

11 years of industry experience

Ameriprise

2023 - Present • 3 years

Menominee, WI

THRIVENT Financial

2015 - 2023 • 8 years

Appleton, WI

Thrivent Investment Management inc

2015 - 2023 • 8 years

Marinette, WI

Disclosures

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

Business activities & affiliations

user avatar

David J

Series 63, Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

David Jones is a financial advisor at D & G Advisory Group, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at FSC Securities Corporation and Osaic Wealth, Inc. prior to his current role. D & G Advisory Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment account management and comprehensive financial planning services, employing a long-term, value-oriented investment approach with actively managed portfolios across various asset classes.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
user avatar

Gail J

Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

Gail Jones is a financial advisor at D & G Advisory Group, L.L.C. with five years of industry experience. She holds a Series 65 designation and has been with D & G Advisory since 2011. D & G Advisory Group serves individual and high-net-worth clients as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment management and comprehensive financial planning, employing a long-term, value-oriented investment approach with active portfolio management and regular reviews.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
user avatar

Jason S

Series 65

Marinette, WI

Nicolet Wealth Management

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Taylor D

Series 66

Marinette, WI

Ausdal Financial Partners, Inc.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Jason J

Series 66

Peshtigo, WI

Packerland Brokerage Services, Inc.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar

Vincent B

Series 66

Menominee, MI

Gateway Wealth Partners, LLC

Vincent Baron is a financial advisor at Gateway Wealth Partners, LLC with a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is active as a guitarist and band manager. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach utilizing low-cost mutual funds and ETFs, complemented by individual securities and independent managers.

Retirement plans for business owners (SEP, solo 401k)
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