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
24 years
Location
Morg, KY
Ameriprise
Institution
Angela Rhude is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Ameriprise since 2013. Outside of her advisory role, she is president and owner of The Living Room on Main Street, a nonprofit community service center and ministry that includes an antique store, flower shop, and Airbnb rentals. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations through a centralized consulting team.
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
24 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.
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, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has a history with several firms, including Arbor Point Advisors, Securities America Advisors, and E. Thomas & Associates Inc., where he also manages tax planning and business services for individuals and small businesses. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, and retirement consulting, utilizing a mix of active and passive strategies, including alternative investments and tax-aware approaches.
Series 63, Series 65
Williamstown, KY
RFG Advisory, LLC
James Keith is a financial advisor with RFG Advisory, LLC in Williamstown, KY, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Arbor Point Advisors and Securities America, Inc. He is also the owner and advisor of ETA Investments, a separate advisory and insurance business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts with a mix of discretionary portfolio management, financial planning, and alternative investment solutions.
Series 63, Series 66
Dry Ridge, KY
LPL Financial
James Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at Edward Jones and PNC Investments. Outside of his advisory role, he manages a farm known as MLS farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting, model portfolios, and technology-driven investment strategies.
Series 66
Dry Ridge, KY
LPL Financial
Carl Campbell is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Edward Jones for eight years and currently practices at LPL Financial. Prior to his advisory career, he was employed at Nielsen for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with various discretionary and non-discretionary management options.
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 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his work at LPL, 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.
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