user avatar

Jean Marie Wright

Advisor at Ameriprise — St Clair, MO

Updated today

Credentials

Series 65, Series 63

Experience

35 years

Location

St Clair, MO 63077

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,078 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jean Wright is a financial advisor with Ameriprise in St. Clair, Missouri, holding Series 65 and Series 63 designations and possessing 35 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

St Clair, MO

800 N Commercial Ave

St Clair MO 63077

Advisors at this office

1

Most active in

Missouri

Work history

35 years of industry experience

Ameriprise

2020 - Present • 6 years

St Clair, MO

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

St Clair, MO

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

Mitchell K

Series 66

Sullivan, MO

Mitchell Kramer Advisors LLC

Mitchell Kramer is the principal advisor at Mitchell Kramer Advisors LLC, holding a Series 66 designation with three years of industry experience. Prior to founding his firm, he worked at Stifel for four years and has held roles in insurance and other industries. Outside of advisory work, he is involved in equine and rodeo announcing and podcasting through his ownership of Showcase Elite Equine LLC and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach, including fundamental and technical analysis, and offers both discretionary and non-discretionary management along with an hourly financial planning option.

Options & derivatives strategies Active portfolio management Annuities
user avatar

John M

Series 63, Series 65

Labadie, MO

Vicus Capital, Inc.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar

Samuel H

Series 63, Series 65

Labadie, MO

First Heartland Consultants, Inc.

Samuel Hagemann is a financial advisor with First Heartland Consultants, Inc. in Labadie, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he is an insurance agent owning Clark Insurance Agency, where he sells various insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and both wrap and non-wrap asset management through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar

Billy W

Series 63, Series 65

Union, MO

Benjamin F. Edwards & Company, Inc.

Billy Wisdom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2009. Outside of his advisory role, he owns Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, with portfolios monitored by an Investment Strategy Committee and supported by a combination of custodian services, internal trading desks, and third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

J D

Series 66

Villa Ridge, MO

&PARTNERS

J Delmain is a financial advisor with \u0026Partners, holding a Series 66 designation and 22 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at UBS Financial Services for 11 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, using fundamental, technical, and quantitative analysis along with ongoing monitoring and reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

David I

ChFC®, Series 63, Series 65

Sullivan, MO

Empower Advisory Group

David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. His prior experience includes roles at Cetera and Paramount Financial LLC. Outside of finance, he is a co-owner of Cherie Irwin Photography, LLC, a graphic and web design business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates services closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")