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.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Morg, KY
Ameriprise
Institution
Angela Rhude is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory work, she is president and owner of The Living Room on Main Street, a nonprofit community service center and ministry that also operates an antique store and flower shop. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies within a distinct investment universe.
Based on Ameriprise
Based on Ameriprise
$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.
Morg, KY
Morg KY
Advisors at this office
1
Indiana · Kentucky · Texas
25 years of industry experience
Ameriprise
2020 - Present • 6 years
Morganfield, KY
Ameriprise Financial Services, Inc.
2013 - 2020 • 7 years
Morganfield, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Williamstown, KY
RFG Advisory, LLC
William Smith is a financial advisor with RFG Advisory, LLC, based in Williamstown, KY, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He previously worked at Arbor Point Advisors, Securities America Inc., Securities America Advisors, and E. Thomas & Associates Inc., where he continues to manage a tax and accounting business providing tax planning, business start-up services, and loan proposal assistance. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a range of model strategies and third-party platforms.
Series 63, Series 65
Williamstown, KY
RFG Advisory, LLC
James Keith is an investment advisor at RFG Advisory, LLC with 15 years of experience in the financial services industry. He has worked at RFG Advisory since 2019 and previously spent time at Arbor Point Advisors and Securities America, Inc. Keith is registered with Series 63 and Series 65 licenses. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, leveraging a variety of model strategies and third-party platforms.
Series 63, Series 66
Dry Ridge, KY
LPL Financial
James Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Edward Jones, PNC Investments, and Fidelity. Outside of advising, he is involved in farming through MLS Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides access to various investment strategies and platforms, supported by technology tools for operational and research purposes.
Series 66
Dry Ridge, KY
LPL Financial
Carl Campbell is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Nielsen. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.
Series 63, Series 65
Williamstown, KY
LPL Financial
James Wilson Jr. is a financial advisor with LPL Financial in Williamstown, KY, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with Wilson Financial Services, Inc., which sells fixed insurance products including life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technology tools.
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