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David Bernard Mc Fadden II

Advisor at Ameriprise — Augusta, KS

Updated today

Credentials

Series 66

Experience

5 years

Location

Augusta, KS

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

David Mc Fadden II is a financial advisor with Ameriprise in Augusta, KS, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MML Investors Services LLC, First Command, and Bank of the West. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable 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

Augusta, KS

Augusta KS

Advisors at this office

1

Most active in

Kansas · Maryland

Work history

5 years of industry experience

Ameriprise

2026 - Present • 1 year

Annapolis, MD

Mass Mutual Life Insurance Company

2026 - 2026 • 1 year

Augusta, KS

MML Investors Services LLC

2026 - 2026 • 1 year

Augusta, KS

Ameriprise

2022 - 2026 • 4 years

Wichita, KS

First Command Insurance Services

2021 - 2022 • 1 year

Fort Worth, TX

First Command Advisory Services

2021 - 2022 • 1 year

Fort Worth, TX

First Command Financial Services

2021 - 2022 • 1 year

Fort Worth, TX

First Command

2020 - 2022 • 2 years

Fort Worth, TX

Bank of the West

2019 - 2021 • 2 years

Wichita, KS

Rally Rouse

2019 - 2019 • 1 year

Wichita, KS

Wawa

2018 - 2019 • 1 year

Bel Air, MD

Carmax

2018 - 2018 • 1 year

Woodbridge, VA

Lids

2016 - 2018 • 2 years

Bel Air, MD

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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Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
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James A

Series 65, Series 63

Andover, KS

Tartan Financial Group, LLC

James Allen is a financial advisor at Tartan Financial Group, LLC with 14 years of industry experience. His prior work includes roles at Morgan Stanley and Pegasus Capital Management. In addition to his advisory work, Allen acts as an independent insurance agent. Tartan Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, trading strategies, and a distinctive pension consulting practice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Alec V

Series 65

Wichita, KS

Pollux Wealth Management

Alec Van Nort is a financial advisor at Pollux Wealth Management in Wichita, KS, holding a Series 65 designation with three years of industry experience. Prior to joining Pollux Wealth Management, he worked at Textron Aviation and Bell Helicopter, and he also spent four years at Manhattan Christian College. Pollux Wealth Management is a small advisory firm serving primarily individual and high-net-worth clients, with approximately $53.5 million in discretionary assets under management. The firm offers investment advisory and portfolio management services, including due diligence and monitoring of private funds and pooled investment vehicles, utilizing a variety of analytical methods supported by AI-enabled tools.

Private / alternative investments Tax-loss harvesting
user avatar

Caitlin S

CFP®

Wichita, KS

Gentry Private Wealth

Caitlin Sharp is a CFP® at Gentry Private Wealth with one year of industry experience. Prior to joining Gentry Private Wealth, she worked for five years at Intrust Bank and has experience in academic roles at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary investment management to individuals, families, family offices, and qualified retirement plans, focusing on customized, long-term portfolios and enhanced client communications, including an internal wrap fee program.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Landon G

Series 65

Wichita, KS

Gentry Private Wealth

Landon Grams is a financial advisor at Gentry Private Wealth in Wichita, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Commerce Trust Company and Knights of Columbus entities. Outside of finance, he worked for over a decade at Rolling Hills Country Club. Gentry Private Wealth offers personalized financial planning and discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm focuses on building customized, long-term portfolios using fundamental analysis and provides enhanced client communications, including an internal wrap fee program and affiliated tax and valuation services.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Elijah C

Series 66

Wichita, KS

Legacy Map Design, LLC

Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
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