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John Michael Tuell

Advisor at Ameriprise — Bangor, ME Exchange St

Updated today

Credentials

Series 65, Series 63

Experience

7 years

Location

Bangor, ME 04401-6612

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

John Tuell is a financial advisor with Ameriprise in Bangor, ME, holding Series 65 and Series 63 designations and seven years of industry experience. He has been with Ameriprise since 2020 and previously worked at Financial Advocates Investment Management from 2017 to 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement. The firm's retirement income advice is supported by a centralized service team using proprietary research, third-party data, and algorithmic tools.

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

Bangor, ME Exchange St

77 Exchange St Ste 202

Bangor ME 04401-6612

Advisors at this office

3

Most active in

Maine

Work history

7 years of industry experience

Ameriprise

2020 - Present • 6 years

Bangor, ME

Financial Advocates Investment Management

2020 - 2020 • 1 year

Bangor, ME

Financial Advocates Investment Management

2017 - 2020 • 3 years

Bangor, ME

Unemployed

2015 - 2017 • 2 years

Orono, ME

Disclosures

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

Business activities & affiliations

Alexander B

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Active portfolio management Retired Self-Employed Approaching retirement Christian Faith Based Values-based investing Religious/faith focused
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Chase G

Series 65

Bangor, ME

Oldfield Wealth Partners

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

Wealth management Business exit / sale strategy Business succession planning RSUs / ISOs / NSOs Active portfolio management Established Professionals Approaching retirement Retired

Kyle G

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Early retirement planning Retirement withdrawal strategies Charitable giving tax strategies Wealth management General tax planning Approaching retirement Retired Established Professionals
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Caleb W

CFP®, Series 66

Bangor, ME

Warren Financial, LLC

Caleb Warren is a CFP® with seven years of industry experience and the principal advisor at Warren Financial, LLC in Bangor, ME. His prior experience includes roles at Ameriprise Financial Services and Raymond James. In addition to his advisory work, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm combines fundamental and technical analysis with modern portfolio theory and provides fiduciary and non-fiduciary services to plan sponsors, including ERISA-related consulting.

Options & derivatives strategies Founder/Business Owner
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Lynn T

Series 63, Series 65

Bangor, ME

Thibeau Financial Consulting, LLC

Lynn Thibeau is the sole advisor at Thibeau Financial Consulting, LLC in Bangor, ME, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been self-employed since 2012. Outside of financial advising, she provides private piano instruction and serves on the board of her condominium association. Thibeau Financial Consulting offers personal financial consulting focused on household finances, including budgeting, savings, debt reduction, and financial organization through education and counseling. The firm emphasizes hands-on education to help clients independently manage daily finances, with investment guidance limited to educational recommendations and referrals for comprehensive management.

Debt management Cash flow / budgeting
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David R

Series 63, Series 65

Bangor, ME

Eagle Financial Strategies

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

General retirement planning Wealth management Cash flow / budgeting
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