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Joshua James Hukriede

Advisor at Ameriprise — Baxter, MN Bluestem Ct

Updated today

Credentials

Series 66

Experience

2 years

Location

Baxter, MN 56425

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,068 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Joshua Hukriede is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2023, he worked in various roles including positions at UW-Superior and American Family Insurance. Outside of his advisory work, Hukriede serves as an assistant baseball coach for the 9th grade team at Brainerd High School. 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 and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a centralized service team that collaborates with advisors to provide tailored recommendations.

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

Baxter, MN Bluestem Ct

13850 Bluestem Ct Ste 100

Baxter MN 56425

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

2 years of industry experience

Ameriprise

2023 - Present • 3 years

Baxter, MN

UW-Superior

2022 - 2023 • 1 year

Superior, WI

Grand View Lodge

2022 - 2023 • 1 year

Nisswa, MN

American Family Insurance - Nick Korhonen Agency

2022 - 2022 • 1 year

Superior, WI

Stoked Firewood

2021 - 2022 • 1 year

Duluth, MN

UW-Superior

2021 - 2022 • 1 year

Superior, WI

UW-Superior

2020 - 2021 • 1 year

Superior, WI

UW-Superior

2019 - 2020 • 1 year

Superior, WI

Diversified Property Rentals

2019 - 2021 • 2 years

Brainerd, MN

Brainerd Senior High

2018 - 2019 • 1 year

Brainerd, MN

Madden's Resort

2018 - 2018 • 1 year

Brainerd, MN

Brainerd Senior High

2017 - 2018 • 1 year

Brainerd, MN

Cragun's Resort

2017 - 2017 • 1 year

Brainerd, MN

Brainerd Senior High

2016 - 2017 • 1 year

Brainerd, MN

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

Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Private Advisor Group since 2013, concurrently serving at LPL Financial since 2012 and Bruce Johnson & Associates since 1991. He is also involved in a CPA affiliate program through Bruce Johnson & Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing clients access to third-party managers and proprietary programs.

Annuities Founder/Business Owner
user avatar

Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC since 2015 and is also associated with LPL Financial since 2012. Nesheim operates an investment advisory business under the name DeRosier and Associates in Brainerd, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and a variety of technology platforms and investment strategies, often implementing advice through third-party managers and wrap program services.

Annuities Founder/Business Owner
user avatar

Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group since 2012 and also associated with LPL Financial since 2011. In addition to his advisory work, he is a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and a variety of managed account solutions. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
user avatar

Riley D

Series 66

Brainerd, MN

Private Advisor Group, LLC

Riley De Rosier is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. Riley has experience working with LPL Financial LLC and previously operated DeRosier & Associates. Outside of finance, Riley has been involved with local baseball organizations, including Brainerd/Baxter Baseball and youth sports programs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a variety of managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model that incorporates diverse investment strategies and technology tools.

Annuities Founder/Business Owner
user avatar

Rebecca J

Series 63

Brainerd, MN

Primerica Advisors

Rebecca Janey is a financial advisor with Primerica Advisors in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. She has worked with Primerica Advisors since 1999 and operates Rebecca Janey and Associates LLC. Her other activities include part-time sales of loan products and home-related services for affiliated companies. Primerica Advisors is a large-scale institutional firm that primarily serves individual investors and offers a wrap-fee asset management program utilizing model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian S

Series 63, Series 65

Brainerd, MN

OSAIC

Brian Sedlachek is a financial advisor with OSAIC based in Brainerd, MN, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Sedlachek serves as president of Central Choice Insurance Group, Inc., where he is involved in fixed insurance sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to multiple third-party investment solutions. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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