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Dwayne James La Pointe

Advisor at Ameriprise — Cheboygan, MI

Updated today

Credentials

Series 66

Experience

5 years

Location

Cheboygan, MI 49721

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Dwayne La Pointe is a financial advisor with Ameriprise in Cheboygan, MI, holding a Series 66 designation and five years of industry experience. His previous roles include five years at Edward Jones and seven years at Stryker Corporation. He has a financial interest in a local party rental business owned by his spouse. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Cheboygan, MI

520 North Main Street, Suite 301

Cheboygan MI 49721

Advisors at this office

1

Most active in

Michigan · Texas

Work history

5 years of industry experience

Ameriprise

2026 - Present • 1 year

Cheboygan, MI

Edward Jones

2021 - 2026 • 5 years

St Louis, MO

Unemployed

2020 - 2021 • 1 year

Kalamazoo, MI

Stryker Corporation

2013 - 2020 • 7 years

Portage, 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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Aaron H

Series 63, Series 66

Cheboygan, MI

OSAIC

Aaron Hesselink is a financial professional with eight years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at The O.N. Equity Sales Company for five years and has been involved with Encore Financial Group for over 20 years. Outside of finance, he owns and operates Halbrand Knifeworks, a business specializing in handcrafting medieval metal and leather accessories. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to offer tailored portfolio management across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Matthew B

Series 66

Cheboygan, MI

Edward Jones

Matthew Behan is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he serves as Rear Commodore of the Cheboygan Yacht Club, where he participates in membership leadership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Divorce financial planning Inheritance planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Ian B

Series 66

Cheboygan, MI

OSAIC

Ian Bancroft is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has been associated with Encore Financial Group since 2007. Outside of his advisory work, Bancroft is the owner and manager of Cheboygan Sauna, a mobile sauna rental business. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to construct portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daryl H

Series 63, Series 65

Cheboygan, MI

OSAIC

Daryl Hesselink is a financial advisor with Osaic, holding Series 63 and Series 65 designations and having 25 years of industry experience. His career includes roles at Savage and Associates, THE O.N. Equity Sales Company, Ohio National Life Insurance Company, Centennial Associates, Inc., and Minnesota Life Insurance Company. He is also engaged in insurance sales and financial services through Encore Financial Group and operates as an insurance agent under his own sole proprietorship. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party managers to build diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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J L S

Series 66

Cheboygan, MI

Edward Jones

J L Sumpter is a financial advisor at Edward Jones in Cheboygan, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he was self-employed from 2015 to 2018 and served with the Michigan Fraternal Order of Police Labor Council for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

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

Nickolas B

Series 63, Series 65

Cheboygan, MI

Morgan Stanley

Nickolas Barris is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

General estate planning guidance
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