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Kelly Ramsey

Advisor at Ameriprise

Updated today

Location

Ridgway, IL

Credentials

Series 63, Series 65

Industry experience

24 years

About

Kelly Ramsey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Ameriprise in 2022, Ramsey worked at Wells Fargo Advisors and Tison Financial Group. He serves on the Board of Directors for the Saline County Chamber of Commerce and is involved with Rainmaker Inc, where he develops new business relationships and manages advisory services. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Ridgway, IL

Most active in

Illinois · Texas

Work history

Ameriprise

2022 - Present (4 years)

Wells Fargo Advisors

2015 - 2022 (7 years)

Tison Financial Group

2014 - 2022 (8 years)

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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Jared L

Series 66

Eldorado, IL

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Series 63, Series 66

Norris City, IL

LPL Financial

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Series 66

Eldorado, IL

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Series 63, Series 65

Harrisburg, IL

OSAIC

James Williams is a financial advisor with OSAIC in Harrisburg, IL, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. His prior work includes nearly five decades at Lincoln Financial Advisors Corporation and ongoing involvement with Williams & Associates Insurance since 1979. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to multiple custodial platforms and alternative investment opportunities.

Annuities Founder/Business Owner Executive Retired

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CFP®, Series 66

Harrisburg, IL

Edward Jones

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Retirement income strategy General retirement planning Wealth management General estate planning guidance Business ownership considerations Retired Founder/Business Owner Executive
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