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Jon Schuttinga

Advisor at Ameriprise

Updated today

Location

Denison, IA 51442

Credentials

Series 66

Industry experience

8 years

About

Jon Schuttinga is a financial advisor with Ameriprise in Denison, Iowa, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and has been with Ameriprise since 2020. Outside of advising, Schuttinga serves as Vice President of the Sauk Rail Trail Association and Chairperson of the Board of Trustees for Crawford Memorial Hospital. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

1408 Broadway

Denison, IA 51442

Most active in

Iowa · Nevada · Texas

Work history

Ameriprise Financial Services, LLC.

2020 - Present (6 years)

Ameriprise Financial Services Inc

2020 - 2020 (1 year)

Ameriprise Financial Services, LLC

2020 - 2020 (1 year)

Edward Jones

2017 - 2020 (3 years)

Thomsen Construction

2017 - 2017 (1 year)

Ups

2016 - 2017 (1 year)

unemployed

2016 - 2016 (1 year)

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

Neal M

Series 66

Denison, IA

Thrivent Investment Management

Neal Meseck is a financial advisor with Thrivent Investment Management in Denison, IA, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Neal owns a farm where he manages alfalfa crops, raises Tibetan yaks for meat and fiber, serves as vice president of the Audubon County Iowa Fair Board, and is a council member of the Exira Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics through a network of advisors. The firm emphasizes holistic, goal-based analyses and keeps planning services separate from portfolio management, focusing on ongoing advice without discretionary trading authority.

Business ownership considerations
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Carolyn S

Series 63, Series 66

Denison, IA

Wells Fargo Clearing

Carolyn Starkweather is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Apotheca Inc from 2012 to 2016. Outside of her advisory role, she serves as a brand ambassador for Red Aspen, a company selling beauty products. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus and acts as an ERISA fiduciary when providing investment advice.

Retired Founder/Business Owner
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Gregory G

Series 63, Series 66

Denison, IA

Edward Jones

Gregory Gallup is a financial advisor with Edward Jones in Denison, IA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jenette M

Series 66

Dunlap, IA

Edward Jones

Jenette Martens is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, she worked at Scentsy and Bank of the West. Outside of her advisory role, she is involved in agricultural operations through ownership of Martens Farm and has consulting experience with Scentsy. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Greg H

Series 66

Denison, IA

Edward Jones

Greg Hansman is a financial advisor at Edward Jones in Denison, Iowa, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Joseph F

CFP®, Series 66

Denison, IA

Edward Jones

Joseph Ferguson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Denison, Iowa. Aside from his advisory role, he has rental income from SFAM, LLC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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