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Christina Marie Wetmore

Advisor at Ameriprise — Owatonna, MN Austin Rd

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Owatonna, MN 55060-4497

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,072 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Christina Wetmore is a financial advisor with Ameriprise in Owatonna, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes prior roles at RBC Capital Markets and Ameriprise Financial Services, Inc. She serves on the Board of Directors for United Way of Steele County and is a past president of Owatonna Business Women. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Owatonna, MN Austin Rd

1850 Austin Rd, Ste 104

Owatonna MN 55060-4497

Advisors at this office

4

Most active in

Minnesota · Nebraska · Texas

Work history

25 years of industry experience

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Owatonna, MN

Ameriprise Financial Services, Inc.

2016 - 2020 • 4 years

Owatonna, MN

RBC Capital Markets

2008 - 2016 • 8 years

St. Paul, MN

RBC Capital Markets

2006 - 2006 • 1 year

Fort Worth, TX

Wells Fargo Investments, Llc

2002 - 2005 • 3 years

Fort Worth, 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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Derek D

CFP®, ChFC®, Series 63, Series 65

Owatonna, MN

PharmD Financial Planning LLC

Derek Delaney is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. He has worked at PharmD Financial Planning LLC since 2020 and previously spent five years at Profinium, Inc. Derek is the sole advisor at PharmD Financial Planning LLC, which operates as an independent firm. PharmD Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm focuses on long-term investing through allocation among SEI asset models and outside managers, offering personalized planning and portfolio services for a small client base.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Executive
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Barry B

Series 65

Owatonna, MN

Horter Investment Management, LLC

Barry Bayles is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Horter Investment Management since 2018 and also operates Financial Freedom Partners LLC, where he serves as a sole proprietor providing insurance sales. Additionally, he has been self-employed since 2003 in tax preparation, assisting individuals and small businesses with income tax filings. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a broad client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides ongoing account oversight with supplemental quarterly reporting.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Christopher F

Series 66

Owatonna, MN

First Heartland Consultants, Inc.

Christopher Fiske is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Thrivent Financial and Thrivent Investment Management Inc. Fiske serves as a chaplain in the Iowa Army National Guard, providing religious support and supervising other chaplains. He is also a part-owner and financial manager of Steel Toe Games. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management, and model-based self-directed brokerage accounts, using a blend of fundamental, technical, and cyclical analysis along with strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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Gary H

Series 63

Owatonna, MN

PFG Advisors

Gary Hughes is a financial advisor at PFG Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked with multiple firms, including Ameriprise Financial Services and Securities America. Hughes has also been associated with United Prairie Bank since 2017. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party managers, utilizing model portfolios and a mix of index-based ETFs with fundamental, technical, and cyclical analysis.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Elijah B

Series 66

Owatonna, MN

PFG Advisors

Elijah Bushman is a financial advisor with PFG Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at United Planners, OSAIC, United Prairie Bank, and the United States Postal Service. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, combining macro allocation strategies with fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms and integrated technology solutions.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Geoffrey S

Series 63, Series 65

Owatonna, MN

Principal Financial Services

Geoffrey Stamp is a financial advisor with Principal Financial Services in Owatonna, MN, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Principal Securities, Principal Life Insurance Company, Bridge Street Wealth Strategies, and JJ Swanson Advisory Group. He is a co-owner of Carwardine, Tighe, and Swanson, an LLC focused on operational support and practice succession planning, and serves as an officer on the Owatonna Early Edition Rotary Club’s Foundation Committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, typically implemented on a discretionary basis.

Retired Founder/Business Owner
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