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Jordan Dale

Advisor at Ameriprise — Hays, KS E 13th St

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Hays, KS 67601-2663

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jordan Dale is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Advisors Excel and has a background as a student at Washburn University. He has also held roles outside finance, including at Restore and Clean and United Parcel Service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a written Recommendation Report and ongoing advice, supported by internal research and third-party data.

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

Hays, KS E 13th St

2401 E 13th St

Hays KS 67601-2663

Advisors at this office

6

Most active in

Kansas

Work history

< 1 year of industry experience

Ameriprise

2025 - Present • 1 year

Hays, KS

Advisors Excel

2024 - 2024 • 1 year

Topeka, KS

Student - Washburn University

2022 - Present • 4 years

Topeka, KS

Restore and Clean

2022 - 2023 • 1 year

Hays, KS

United Parcel Service (UPS)

2022 - 2022 • 1 year

Hays, KS

Student

2012 - 2022 • 10 years

Hays, KS

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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Timothy S

ChFC®, Series 63

Hays, KS

Launch Wealth

Timothy Schumacher is a financial advisor at Launch Wealth with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Penn Mutual and Hornor, Townsend & Kent. Launch Wealth serves individual investors and employer plan sponsors by providing integrated wealth management that combines portfolio management and financial planning. The firm employs a fee-only model and focuses on asset allocation using both passive and active strategies, with specialized retirement plan consulting and discretionary account management tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance

Ethan L

CFP®

Hays, KS

Launch Wealth

Picture this – not too long ago, I found myself in the same place many of you. Eager to achieve financial freedom but no idea where to start. I was looking for the right answer in all the wrong places. Time was on my side, but I was worried I’d waste it doing the wrong thing. So, I began a journey to find a better way to build wealth. Wrong decision after wrong decision, mistake after mistake, I felt truly lost. I didn’t think I could find the right path. However, after countless hours of learning, I began to crack the code. I finally figured it out, and because of that, I’m getting closer to financial freedom by the day. It then became my mission to help guide those who were in the same situation as me. Those early in their journey towards financial freedom. I understood that not everyone wants to do it themselves. They wanted a relationship with a real human who could make them confident about their financial decisions. I thought about becoming a financial advisor at a big company, but that’s where another problem arose. These big companies (1) weren’t helping people early in their journey because they “didn’t have enough money”, and (2) even if they did have enough money, most of them were charging so much to help with so little. They required you to have hundreds of thousands of dollars to get started. They didn’t sell you an honest service; they sold products that made them big commissions. I didn’t want to go down that road, so I knew something needed to change. It was my duty to create a place where people could connect with a real human to talk about their struggles, vision, and purpose. They needed help with their complete financial life, not just one piece. That’s why I created Launch Wealth. It’s a place for career starters, business owners, young couples, and families to achieve financial freedom with a system that was built ‘for’ them. Launch Wealth is a financial advisory that provides fee-only service to the those who need it the most. We're here to help those on every step of their financial journey. The services we offer grow as your financial life does. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals. That’s me. That’s my mission. That's my business. I'm just a regular guy making a difference in people’s (financial) lives.

Business ownership considerations Retirement income strategy Established Professionals Gen Y/Millennials (Born 1980-1995)
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Bobb M

Series 63, Series 65

Hays, KS

Nwf Advisory Services Inc

Bobb Meckenstock is an investment advisor at NWF Advisory Services Inc with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including The Ameriflex Group, Independent Financial Group, and Main Street Advisor, LLC. Meckenstock is a member emeritus of the Million Dollar Round Table and serves on the University of Kansas Alumni Association Board of Directors. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm utilizes an open-architecture Wealth Management Platform combining advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Dan M

Series 63, Series 65

Hays, KS

Nwf Advisory Services Inc

Dan Meckenstock is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, and Independent Financial Group. Outside of advising, he is an author and publisher through Meckenstock Publishing and owns a hospitality business, Kozy Kottage, where he manages rental property operations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture platform that incorporates both strategic long-term and short-term tactical strategies.

Wealth management Active portfolio management
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Kenneth R

Series 66

Hays, KS

Nwf Advisory Services Inc

Kenneth Rigler Jr. is an investment adviser representative at NWF Advisory Services Inc with eight years of industry experience. He holds a Series 66 designation and has worked at The Ameriflex Group and OSAIC. In addition to his advisory role, he is an associate professor at Fort Hays State University, where he teaches online classes and performs administrative duties related to assessment and accreditation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform that integrates advisor-managed and model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Jaden B

CFP®, Series 65

Hays, KS

Root Financial Partners

Jaden Blansett is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Root Financial Partners with two years of industry experience. Prior to joining Root Financial Partners, he worked at Pandowealth, LLC and Powercat Financial. He has also gained experience outside finance, including roles in banking and construction early in his career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, with portfolios tailored to client objectives and risk tolerance, and offers educational programming and paid online academies separate from advisory services.

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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