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Andrew J Haskell

Advisor at Ameriprise — Little Falls, MN

Updated today

Credentials

CFP®, Series 66

Experience

16 years

Location

Little Falls, MN 56345

Ameriprise logo

Ameriprise

Institution

Total advisors

13,122

Across 4,275 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Andrew Haskell is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise since 2020 and previously worked at Commonwealth Financial Network and Investment Centers of America. Outside of his advisory role, Haskell is actively involved in coaching girls' hockey at the high school and youth levels and participates in planning the Hockey Day Minnesota 2027 event. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Little Falls, MN

109 E Broadway

Little Falls MN 56345

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

16 years of industry experience

Ameriprise Financial Services, LLC.

2020 - Present • 6 years

Little Falls, MN

Ameriprise Financial Services Inc

2020 - 2020 • 1 year

Bemidji, MN

Ameriprise Financial Services, LLC

2020 - 2020 • 1 year

Little Falls, MN

Commonwealth Financial Network

2017 - 2020 • 3 years

Waltham, MA

Investment Centers of America

2013 - 2017 • 4 years

Bemidji, MN

Merrill

2010 - 2013 • 3 years

Montgomery, AL

Disclosures

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

Business activities & affiliations

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Paul W

Series 63, Series 65

Little Falls, MN

Interactive Financial Advisors

Paul Wichmann is a financial advisor with Interactive Financial Advisors in Little Falls, MN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Interactive Financial Advisors since 2005 and also operates the Paul Wichmann Agency, which he has managed since 1996. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across a range of risk profiles and primarily uses ETFs and mutual funds, implementing strategies informed by Modern Portfolio Theory and fundamental analysis.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)

Kyle P

Series 66

Little Falls, MN

Edward Jones

Kyle Peterschick is a financial advisor with Edward Jones in Little Falls, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent five years with Picture Perfect Tree and Landscape and Arbor Consulting LLC, and six years at Urban Tree & Landscape. He serves as president of the Morrison County Food Shelf board, where he coordinates monthly meetings. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner

Michael M

Series 66

Little Falls, MN

Fidelity

Mike Moshier is a Financial Consultant at Fidelity Investments, a role he has held since 2019. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2019, and as a Financial Advisor at One Life Financial Group, Inc. from 2012 to 2016. Throughout his career, Mike has utilized his experience in finance and consulting to assist clients in developing personal financial plans, aiming to bring simplicity, clarity, and confidence to their financial lives. He works collaboratively with clients to help them move closer to their personal definitions of financial success. Outside of his professional responsibilities, Mike has personal interests that include golf, lake activities, music, soccer, traveling, and writing.

Wealth management Financial Professional

Zachary K

CFP®, Series 66

Little Falls, MN

Edward Jones

Zachary Klosowski is a CFP® professional with 12 years of industry experience, serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Alicia K

Series 65, Series 63

Little Falls, MN

LPL Financial

Alicia Kapus is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Focus Financial Network, OSAIC, and Thrivent Financial. Outside of her advisory role, she volunteers as a teacher with Junior Achievement in Pierz, Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research-driven tools and a broad suite of non-advisory financial offerings.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Michele R

Series 66

Little Falls, MN

Edward Jones

Michele Rudolph is a financial advisor at Edward Jones in Little Falls, MN, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she and her husband operate a cash crop farm growing corn and soybeans. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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