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Gary Schaap

Advisor at Ameriprise

Updated today

Location

Vermillion, SD 57069

Credentials

Series 63, Series 65

Industry experience

27 years

About

Gary Schaap is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Beresford Housing and Redevelopment and is President of Living Word Free Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, leveraging algorithmic tools alongside personalized recommendations to support clients’ retirement income 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

1216 E Cherry St Ste 102

Vermillion, SD 57069

Most active in

South Dakota · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2005 - 2020 (15 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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Crystal H

Series 66

Vermillion, SD

Ameriprise

Crystal Hekrdle is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked at Abenov LLC for six years and has experience with Peregrine Technical Solutions and the South Dakota Army National Guard. She serves as treasurer for the Vermillion Youth Soccer League. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Sheri O

ChFC®, Series 66

Vermillion, SD

Edward Jones

Sheri Ouellette is a financial advisor at Edward Jones with the ChFC® and Series 66 designations and nine years of industry experience. She has worked at Edward Jones since 1990, including her current tenure starting in 2020. Outside of financial advising, she holds executive roles in Ouellette Trucking Inc and serves on the board of Domestic Violence Safe Options Services as secretary, and as treasurer for the United Way of Vermillion. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive

Patrick H

Series 66

Vermillion, SD

Edward Jones

Patrick Higgins is a Series 66-registered financial advisor with Edward Jones, based in Vermillion, SD, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, providing discretionary and non-discretionary strategies alongside affiliated mutual funds and tax-efficient services.

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

M R

Series 63, Series 66

Vermillion, SD

Edward Jones

M Robinson is a financial advisor with Edward Jones in Vermillion, SD, holding Series 63 and Series 66 credentials and having 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he is involved in ownership and management of several agribusiness and ethanol plant investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

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

Thomas O

Series 66

Vermillion, SD

Edward Jones

Thomas Overby is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his career in financial advising, he worked at Amgen Inc for thirteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

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