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 66
Experience Industry experience
< 1 year
Location
Carson, WA 98610-0104
Ameriprise
Institution
Jeffery Adams is a Series 66-licensed advisor at Ameriprise Financial Services with one year of industry experience. His prior work history includes roles at VLinc and Advanced Navigation & Positioning Corporation, as well as involvement with Klickitat County Search and Rescue. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.
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.
Carson, WA
942 Wind River Rd.
Carson WA 98610-0104
Advisors at this office
2
Texas · Washington
< 1 year of industry experience
Ameriprise
2026 - Present • 1 year
Carson, WA
VLinc
2025 - 2025 • 1 year
Bowie, MD
Klickitat County Search and Rescue
2025 - 2025 • 1 year
Goldendale, WA
Advanced Navigation & Positioning Corporation
2024 - 2024 • 1 year
Hood River, OR
Klickitat County Search and Rescue
2024 - 2024 • 1 year
Goldendale, WA
Advanced Navigation & Positioning Corporation
2022 - 2024 • 2 years
Hood River, OR
Skylink Fiber
2022 - 2022 • 1 year
The Dalles, OR
Insitu, Inc.
2012 - 2022 • 10 years
Bingen, WA
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®, Series 66
Carson, WA
Ameriprise
Rachel Year Fahrenkrug is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at Ameriprise, having joined in 2025 after six years at Edward Jones and four years at Insitu. She is a co-owner of VBL Financial Group, a business involved in managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.
Series 66
Stevenson, WA
Thrivent Investment Management
Matthew Cardiff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Umpqua Bank, Tapani, Inc., and Westlie Ford. Outside of his advisory work, he manages a residential duplex rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.
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.
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 Terms of Service and 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")