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Jean Wichmann

Advisor at Ameriprise

Updated today

Location

Spring Valley, MN

Credentials

ChFC®, Series 63

Industry experience

37 years

About

Jean Wichmann is a financial advisor with Ameriprise in Spring Valley, MN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Wichmann serves as President of the Bear Lake Concordia Lutheran Church Council. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Spring Valley, MN

Most active in

Minnesota

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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Brandon S

Series 63, Series 65

Spring Valley, MN

Thrivent Investment Management

Brandon Scheevel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent and its investment management division since 2015. Outside of his advisory role, Brandon serves as an elder and treasurer for Bethany Bible Church in Le Roy, Minnesota, where he is involved in leadership and financial responsibilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm focuses on goal-based financial planning across various topics without discretionary trading authority, allowing clients to integrate planning with managed account programs under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
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Nicholas H

Series 63, Series 65

Stewartville, MN

Thrivent Investment Management

Nicholas Hale is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as the recording secretary for the Zion Lutheran Church Endowment Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning that covers various topics such as retirement, income tax, and estate planning, with options to combine planning services with managed accounts through a consolidated billing approach.

Business ownership considerations
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Jason F

Series 63

Stewartville, MN

Primerica Advisors

Jason Ferrie is a financial advisor with Primerica Advisors in Stewartville, MN, holding a Series 63 designation and 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and is a partner in MN LS, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee billing structure.

ESG / Sustainable investing Tax-loss harvesting Income planning

Brenden K

Series 66

Stewartville, MN

Edward Jones

Brenden Knutson is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. His prior experience includes roles at Mills Fleet Farm, KMTelecom, Target, and full-time education periods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of advisory strategies and affiliated investment products.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
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Mychelle C

Series 63

Spring Valley, MN

Ameriprise

Mychelle Christian is a financial advisor with Ameriprise in Spring Valley, MN, holding a Series 63 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor firms since 1996. Outside of her advisory role, she serves on the Board of Directors of St. Ignatius Catholic Church. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary retirement income recommendations delivered through a centralized consulting team in partnership with client advisors.

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

Troy K

Series 66

Stewartville, MN

Edward Jones

Troy Knutson is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he operates a small beef farm in Kasson, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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