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Anton Stephen Dziuk

Advisor at Ameriprise — Falls City, TX

Updated today

Credentials

Series 63

Experience

37 years

Location

Falls City, TX

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Anton Dziuk is a financial advisor with Ameriprise in Falls City, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves on the boards of Commerce Bank Texas and the Falls City Education Foundation, and is involved in family ranch hunting operations through a management LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering non-discretionary recommendations in collaboration with advisors like Dziuk, and provides a broad range of advisory, brokerage, and insurance solutions.

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

Falls City, TX

Falls City TX

Advisors at this office

1

Most active in

Texas

Work history

37 years of industry experience

Ameriprise

2020 - Present • 6 years

Kenedy, TX

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

San Antonio, TX

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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Kevin C

Series 63, Series 66

Kenedy, TX

KMC Wealth Management, LLC

Kevin Carrasco is a financial advisor with KMC Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His work history includes roles at AINN Holdings, LLC, KMC Capital Management, Great Expectations, LP, Investment Professionals, Inc., and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a board member for several nonprofit organizations, including Family Life Works, the San Antonio Family Foundation, and Natural Womanhood. KMC Wealth Management is an independent registered investment adviser managing approximately $18.5 million for a select group of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to develop targeted asset-allocation portfolios, offering both discretionary and non-discretionary management and incorporating third-party money managers when appropriate.

Private / alternative investments Business exit / sale strategy Business succession planning Long-term care insurance Founder/Business Owner Executive
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Andrew S

Series 65

Falls City, TX

Dynamic

Andrew Sekula is a financial advisor at Dynamic with a Series 65 designation and no prior advisory industry experience. He also works full-time as a tax advisor and accountant with Craig Nieschwietz, PLLC. Prior to his current roles, he held positions at EOG Resources and Brehm, Havel & Company, LLP. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory support services. The firm emphasizes a long-term, client-specific investment process and provides notable support for other advisers through technology, operational assistance, and sub-advisory services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Craig N

Series 66

Falls City, TX

Dynamic

Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Hector M

Series 66

Floresville, TX

Edward Jones

Hector Mendez is a financial advisor with Edward Jones in Floresville, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, 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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Scott L

Series 63, Series 66

Floresville, TX

Raymond James Financial

Scott Lyssy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 registrations and 21 years of industry experience. He has worked with Raymond James since 2015 and previously spent five years at Edward Jones. Lyssy also manages SL Operations LLC, which supports his advisory practice, The Lyssy Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes personalized, non-discretionary advice using risk profiling and modeling tools, and offers unique municipal advisor affiliations and specialized retirement plan consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Corie T

Series 66

Kenedy, TX

Ameriprise

Corie Tielke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, Tielke was involved with Karnes City Auction, Inc. for 12 years. Outside of advising, Tielke co-owns several agricultural and ranch-related businesses in Texas, including Sweet T Cattle Company and Iron T Land & Livestock, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering comprehensive recommendation reports that integrate Social Security strategies, tax-efficient withdrawals, and asset bucketing. The firm combines algorithmic tools with advisory oversight and serves a broad client base through advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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