Douglas Chapman
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
White Sulfur Springs, MT
Credentials
Series 66
Industry experience
< 1 year
About
Douglas Chapman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent 14 years with Choice Property Management, LLC. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes integrated management of assets held in Ameriprise accounts.
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
Fee options
$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%
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
White Sulfur Springs, MT
Most active in
Douglas C has reported serving >5 clients in these states in the last 12 months.
Montana
Work history
Ameriprise
2025 - Present (1 year)
Choice Property Management, LLC
2011 - 2025 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Sarah H
Series 66
White Sulphur Springs, MT
Thrivent Investment Management
Sarah Hamlen is a Series 66-credentialed financial advisor with 12 years of industry experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. She has been serving in these roles since 2013 and 2014 respectively. In addition to her advisory work, Hamlen serves as a public representative on the Montana Board of Public Accountants, a regulatory body overseeing accounting professionals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm focuses on goal-based, holistic planning across various financial topics, offering clients the option to combine planning with managed accounts while keeping the services distinct.
Anna A
Series 66
White Sulphur Springs, MT
Thrivent Investment Management
Anna Allan is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Five Star Financial and Thrivent Financial. Outside of finance, she has experience in the hospitality and outdoor sectors, having been involved with businesses such as Wild Oats Baking and Silver Spur Entertainment Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s approach allows clients to integrate planning with managed-account services while keeping them separate and does not include portfolio management for institutional clients.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")