user avatar

Elise Browning

Advisor at Ameriprise

Updated today

Location

Easton, ME 04740

Credentials

Series 66

Industry experience

4 years

About

Elise Browning is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2020. Prior to her advisory role, she worked at the College of Charleston for nine years. Outside of her advisory work, Browning is an owner of a consulting business, serves on the board of the Children's Museum of Aroostook County, and teaches organization and leadership courses at the University of Maine, Presque Isle, as well as an online MBA course for The Citadel. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

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

174 Fuller Rd

Easton, ME 04740

Most active in

Maine

Work history

Ameriprise

2020 - Present (6 years)

College of Charleston

2012 - 2021 (9 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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Presque Isle, ME

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Michael M

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Presque Isle, ME

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Michael Marquis is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked at Ameritas Advisory Services since 2023 and has prior experience with Thompson Financial Group, Ameritas Investment Company, and Ameritas Life Insurance. Outside of finance, Michael owns small businesses providing dog sitting and landscaping services and co-hosts a Maine-based travel TV show called MaineLife. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and customized strategies.

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Tanya L

Series 63, Series 66

Presque Isle, ME

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ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Madison S

Series 65

Presque Isle, ME

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Kyle G

Series 66

Presque Isle, ME

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Kyle Goupille is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, he worked at Thompson Financial Group and Tinker Federal Credit Union. Outside of advisory services, he is involved with Thompson Financial Group in the sale of various insurance products, including term, whole, and universal life insurance, as well as fixed/indexed annuities and disability income insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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