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James Caleb Stewart Bradley

Advisor at Ameriprise — Manhattan, KS Anderson Ave

Updated today

Credentials

Series 66

Experience

25 years

Location

Manhattan, KS 66502-2853

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

James Bradley is a financial advisor with Ameriprise in Manhattan, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal 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

See office

Manhattan, KS Anderson Ave

2505 Anderson Ave, Ste 102

Manhattan KS 66502-2853

Advisors at this office

1

Most active in

Kansas

Work history

25 years of industry experience

Ameriprise

2020 - Present • 6 years

Manhattan, KS

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Manhattan, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Seth G

Series 65

Manhattan, KS

SGA Wealth Advisors LLC

Seth Gordon is a Series 65-licensed advisor at SGA Wealth Advisors LLC in Manhattan, KS, with 13 years of experience at Sink Gordon Accountants & Advisors. He operates as the sole advisor at SGA Wealth Advisors, an independent firm. SGA Wealth Advisors provides advisory services to individuals, high-net-worth families, trusts, foundations, retirement plan sponsors, and closely held businesses. The firm offers comprehensive wealth management programs and financial planning, often working as a co-advisor with Pinnacle Advisors for active portfolio management and utilizes a collaborative approach integrating accounting and trust services.

Equity compensation tax strategy Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Thomas H

Series 66

Manhattan, KS

KONZA Capital Advisors

Thomas Hintz is a financial advisor with KONZA Capital Advisors in Manhattan, KS, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Varney & Associates CPA's since 1977, where he provides investment advice incidental to tax and accounting services. Konza Capital Advisors is a fee-only firm owned and operated by Hintz that offers discretionary portfolio management and financial advice to individuals, trusts, and IRAs. The firm manages approximately $16 million in client assets and primarily uses low-cost mutual funds and ETFs to implement client-directed allocations.

Wealth management Passive / index investing
user avatar

Michael H

Series 66, Series 63

Manhattan, KS

Heartland Wealth Strategies LLC

Michael Hammersmith is a financial advisor with Heartland Wealth Strategies LLC in Manhattan, KS. He holds Series 66 and Series 63 licenses and has 18 years of industry experience. Prior to founding Heartland Wealth Strategies in 2018, he worked at Central Financial Services and Ameritas Investment Corp. Outside of advising, he is a partner in a retail liquor store and a fitness business in Maple Hill, KS. Heartland Wealth Strategies is an independent, single-advisor registered investment adviser managing approximately $59 million for about 174 clients. The firm provides personalized investment management to individuals and various institutions, focusing on risk-oriented asset allocation, risk management, and a mix of long-term and short-term investment strategies.

Wealth management
user avatar

Randy S

Series 65

Manhattan, KS

Abundance Wealth Management

Randy Stitt is the principal of Abundance Wealth Management in Manhattan, KS. He holds a Series 65 credential and has experience in academia and commercial banking, having worked at Kansas State University and Community First National Bank since the early 2000s. Stitt founded Abundance Wealth Management in 2026 and currently serves as its sole advisor. Abundance Wealth Management offers investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s approach integrates fundamental analysis and Modern Portfolio Theory, utilizing both passive and active investment vehicles, with options for socially conscious portfolios tailored to client goals and risk tolerance.

Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Stuart H

CFP®

Manhattan, KS

No Coast Financial Group

Stuart Heckman is a CFP® with 10 years of industry experience, currently serving as the principal of No Coast Financial Group. He has held positions at Garrett Investment Advisors, CGN Advisors, and runs Heckman Research Consulting, LLC. He is also an Associate Professor of Practice at Texas Tech University. No Coast Financial Group is a fee-only independent advisory firm that serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans. The firm follows asset-allocation principles based on Modern Portfolio Theory and fundamental analysis, offering tailored investment management and financial planning services with discretionary management and periodic reporting.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Derek L

CFP®, Series 63

Manhattan, KS

Priority Financial Partners

Derek Lawson is a CFP® with nine years of experience at Priority Financial Partners in Manhattan, KS. He has held academic positions at Kansas State University since 2015, currently serving as an assistant professor teaching CFP Board Core Content classes and conducting research. Prior to his current role, he also worked at Texas Tech University. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.

College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance General retirement planning General tax planning
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