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Crystal Lynn Sielesnew

Advisor at Ameriprise — Warsaw, IN E Center St

Updated today

Credentials

Series 66

Experience

5 years

Location

Warsaw, IN 46580-3420

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,070 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Crystal Sielesnew is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, based in Warsaw, IN. She has six years with Ameriprise and a total of five years of industry experience. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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

Warsaw, IN E Center St

1029 E Center St

Warsaw IN 46580-3420

Advisors at this office

2

Most active in

Indiana · Texas

Work history

5 years of industry experience

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Warsaw, IN

Ameriprise Financial Services, Inc.

2013 - 2020 • 7 years

Warsaw, IN

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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Douglas K

Series 63, Series 66

Syracuse, IN

Vector Financial Services, LLC

Douglas Kronk is a financial advisor at Vector Financial Services, LLC in Huntington, Indiana, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vector Financial Services since 2011. Vector Financial Services is a state-registered independent investment adviser serving individuals, businesses, charities, and small pension plans. The firm offers financial planning, discretionary portfolio management, Social Security claiming analysis, and single-subject consulting, using a generally conservative, low-turnover approach combined with model portfolios and fundamental analysis.

Social Security optimization General retirement planning Cash flow / budgeting
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Winona Lake, IN

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Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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CFP®

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Series 66

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Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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Series 65

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Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Evan S

CFP®, Series 66

Winona Lake, IN

SYM Financial Advisors

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Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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