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Daniel Stella

Advisor at Ameriprise

Updated today

Location

Ironwood, MI 49938

Credentials

CFP®, ChFC®, Series 66

Industry experience

26 years

About

Daniel Stella is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and the Series 66 license. He has 26 years of industry experience and has been with Ameriprise since 2005. Outside of his advisory work, he serves as a volunteer firefighter in Manitowish Waters, WI, and participates in a local committee focused on creating a youth center. He is also involved in several business entities related to managing and supporting his Ameriprise practice. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team.

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

100 S Suffolk St

Ironwood, MI 49938

Most active in

Michigan · Minnesota · Texas · Wisconsin

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2005 - 2020 (15 years)

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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Paul L

CFP®, Series 63, Series 65

Hurley, WI

Advisory Services Network

Paul Landers is a CFP® professional with 33 years of industry experience. He is currently an advisor at Advisory Services Network, where he has worked since 2020. His prior experience includes roles at Cetera, LPL Financial, and Wayne Hummer Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Nathan M

Series 66

Ironwood, MI

Thrivent Investment Management

Nathan Musolff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016. Prior to his financial career, Musolff served at the Antigo Police Department for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning on a broad range of topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
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Simon S

Series 66

Ironwood, MI

Ameriprise

Simon Store is a Series 66-licensed financial advisor with Ameriprise in Ironwood, Michigan, and has six years of industry experience. His prior roles include positions at Wipfli LLP and Makela, Pollack & Ahonen PLLC. Outside of his advisory work, he is co-owner of Astronomy Holdings LLC and serves on the board of the Gogebic Country Club. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support income planning and manages a broad range of advisory, brokerage, and insurance solutions.

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

Rebecca L

Series 63, Series 66

Ironwood, MI

Edward Jones

Rebecca Lynch is a financial advisor at Edward Jones with 24 years of industry experience. She has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she provides horseback riding lessons and training on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning Business ownership considerations Military & Veterans Founder/Business Owner

Kevin E

Series 66

Wakefield, MI

Edward Jones

Kevin Everson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining the firm, he worked at Ironwood Plastics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branches nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Caitlin L

Series 66

Ironwood, MI

Edward Jones

Caitlin Lynch is a financial advisor at Edward Jones with a Series 66 designation and 2 years of industry experience. Prior to joining Edward Jones, she worked at Don & GG's for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, and is recognized for its extensive retail advisor and branch network.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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