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Debra Ann Pauldine

Advisor at Ameriprise — Fife Lake, MI

Updated today

Credentials

CFP®, Series 63

Experience

33 years

Location

Fife Lake, MI

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,068 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Debra Pauldine is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm 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

Fife Lake, MI

Fife Lake MI

Advisors at this office

1

Most active in

Michigan · Texas

Work history

33 years of industry experience

Ameriprise

2020 - Present • 6 years

Grand Blanc, MI

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Grand Blanc, MI

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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Dawn M

Series 63, Series 65

Kalkaska, MI

Sensible Financial Solutions, LLC

Dawn Moses is a financial advisor at Sensible Financial Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sensible Financial Solutions since 2017. Outside of her advisory work, she has offered private piano instruction since 1999 and serves as chair of the Kalkaska Conservation District Board. Sensible Financial Solutions provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm emphasizes a passive investment approach using diversified portfolios of index mutual funds and ETFs, typically managing accounts on a non-discretionary basis and coordinating access to third-party model portfolios.

Cash flow / budgeting Debt management Retirement income strategy General estate planning guidance Tax strategies for small businesses
user avatar

Mark F

ChFC®, Series 63

Traverse City, MI

ARK Advisors, LLC

Mark Folgmann is a financial advisor at ARK Advisors, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with ARK Advisors since 2005. ARK Advisors, LLC is a fee-only, holistic financial planning firm serving individuals, families, and pension plan sponsors. The firm emphasizes a passive, long-term investment approach using low-cost, tax-efficient index funds and ETFs, and offers a range of financial planning and portfolio management services on both non-discretionary and discretionary bases.

General retirement planning General tax planning Wealth management College savings (529s, UTMA, etc.)
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Keith O

Series 63, Series 65

Traverse City, MI

Old Mission Investment Company, LLC

Keith Olshove is a financial advisor at Old Mission Investment Company, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Old Mission since 2014. Olshove serves on the investment committee of Old Mission Trust Company, participating in trust administration, investment management, and related fiduciary services. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients. The firm offers investment management, financial planning, and estate and wealth coordination services, primarily employing fundamental analysis and asset-allocation driven model portfolios.

Wealth management General estate planning guidance
user avatar

Carey T

CFP®, Series 65

Traverse City, MI

Old Mission Investment Company, LLC

Carey Tafelsky is a CFP® professional with 11 years of industry experience, currently serving at Old Mission Investment Company, LLC since 2014. She is a member of the investment committee at Old Mission Trust Company, where she participates in trust administration, investment management, tax management, and related fiduciary services. Old Mission Investment Company is an independent, fee-based advisory firm that manages approximately $929 million for over 1,000 clients through a team of eight advisors. The firm provides investment management, financial planning, and estate-and-wealth coordination using fundamental analysis and asset-allocation driven model portfolios tailored to client risk profiles.

Wealth management General estate planning guidance
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Susan W

CFP®, Series 65

Traverse City, MI

Old Mission Investment Company, LLC

Susan Wipperman is a CFP® and Series 65-registered advisor with Old Mission Investment Company, LLC, where she has worked since 2017. She has eight years of industry experience and previously spent 12 years at Fifth Third Bank. Outside of her advisory role, she serves on the board of directors for B May Bags, a women's handbag manufacturer, and participates on the investment committee of Old Mission Trust Company. Old Mission Investment Company is an independent, fee-based advisory firm serving over 1,000 clients with investment management, financial planning, and estate coordination. The firm employs fundamental analysis and asset allocation through model portfolios built with non-proprietary funds and individual securities, favoring long-term, low-turnover strategies tailored to client risk profiles.

Wealth management General estate planning guidance
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Jeffrey J

Series 63, Series 65

Traverse City, MI

Old Mission Investment Company, LLC

Jeffrey Johnson is a financial advisor with Old Mission Investment Company, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Old Mission since 2006 and previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. Johnson serves on the board of directors for Old Mission Trust Co LLC, an affiliated trust company. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients through a team of eight advisors. The firm offers investment management, financial planning, and estate and wealth coordination services, typically employing long-term, low-turnover strategies using primarily non-proprietary mutual funds, ETFs, and individual securities tailored to client risk profiles.

Wealth management General estate planning guidance
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