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.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Wilmington, VT
Ameriprise
Institution
Jason Partyka is a financial advisor with Ameriprise in Wilmington, VT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Director of Operations for Platinum Service Solutions Inc., overseeing management activities at their Bethesda office. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement planning through a centralized consulting team.
Based on Ameriprise
Based on Ameriprise
$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.
Wilmington, VT
Wilmington VT
Advisors at this office
1
Maryland · Texas · Vermont · Virginia
29 years of industry experience
Ameriprise
2020 - Present • 6 years
Bethesda, MD
Ameriprise Financial Services, Inc.
2005 - 2020 • 15 years
Bethesda, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®
Stamford, VT
The Alchemists, LLC
Shannon Clark is a CFP® practitioner with 10 years of industry experience. She is currently with The Alchemists, LLC, where she has worked since 2026. Prior to this, she held roles at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals and businesses. The firm follows a passive, long-term asset allocation approach based on Modern Portfolio Theory and offers both discretionary portfolio management and standalone financial planning services.
Series 63, Series 65
Stamford, VT
The Alchemists, LLC
Margaret Koosa is a financial advisor with The Alchemists, LLC in Stamford, VT, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Brookwood Investment Group LLC and Belpointe Asset Management, LLC. She also works as an independent insurance agent outside of her advisory practice. The Alchemists, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals and businesses, emphasizing a passive, long-term asset allocation approach based on Modern Portfolio Theory. The firm offers discretionary portfolio management with ongoing planning services and conducts regular client education workshops.
Series 63, Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.
Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.
Series 63, Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.
CFA®
Brattleboro, VT
Prentiss Smith & Company, Inc.
Frederick Brubaker Jr. is a CFA® charterholder with four years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company, Inc. provides investment management services primarily to individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis and placing emphasis on capital preservation.
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