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Brian Christopher Aunan

Advisor at Ameriprise — Maquoketa, IA E Platt St

Updated today

Credentials

Series 66

Experience

25 years

Location

Maquoketa, IA 52060-2411

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,276 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Brian Aunan is a financial advisor with Ameriprise in Maquoketa, IA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Brian serves on the Board of Directors for Hospice of Jackson County and operates a separate tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides personalized, tax-aware withdrawal strategies supported by proprietary research and third-party data.

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

Maquoketa, IA E Platt St

414 E Platt St

Maquoketa IA 52060-2411

Advisors at this office

1

Most active in

Iowa

Work history

25 years of industry experience

Ameriprise

2020 - Present • 6 years

Maquoketa, IA

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Maquoketa, IA

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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Denise C

Series 66

Maquoketa, IA

Empower Advisory Group

Denise Clark is a financial advisor with Empower Advisory Group based in Maquoketa, Iowa. She holds a Series 66 designation and has 10 years of industry experience. Her previous work includes roles at Thrivent Financial, Data Dimensions, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Jeremy V

Series 66

Maquoketa, IA

Edward Jones

Jeremy Venenga is a financial advisor with Edward Jones in Maquoketa, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as an assistant high school volleyball coach at Anamosa Community School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Retired Founder/Business Owner Executive

Terri R

Series 66

Maquoketa, IA

Edward Jones

Terri Raymond is a financial advisor at Edward Jones in Maquoketa, IA, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary portfolio strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar

Steven K

Series 65, Series 63

Maquoketa, IA

OSAIC

Steven Kinrade is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes two decades at Ameritas Investment Corp and over three decades at Central Financial Services. In addition to his advisory work, he manages Kinrade Family Angus, a family-owned farm focused on row crops and Angus cattle breeding. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is recognized for its scale, complex affiliate network, and private-equity ownership.

Annuities Private / alternative investments
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Amber K

Series 66

Maquoketa, IA

Cambridge Investment Research Advisors

Amber Knickrehm is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has been with Cambridge Investment Research Advisors since 2018 and also serves as an independent insurance agent with Ohnward Wealth & Retirement-Maquoketa State Bank. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and unaffiliated third-party advisers.

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

Paul M

ChFC®, Series 63

Maquoketa, IA

LPL Financial

Paul Miller is a financial advisor with LPL Financial in Maquoketa, IA, holding the ChFC® and Series 63 credentials and bringing 43 years of industry experience. His prior work includes roles at Royal Alliance Associates, Signator Investors, Powell Financial Group, and Transamerica Financial Advisors. Outside of his advisory work, he is also involved with insurance planning services and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, utilizing a broad platform that includes model portfolios, third-party asset managers, and institutional solutions.

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