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Kolby Wilson Holmberg

Advisor at Ameriprise — Hutchinson, KS Landon St

Updated today

Credentials

Series 66

Experience

1 year

Location

Hutchinson, KS 67502

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kolby Holmberg is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Argentine Federal Savings and Equitable Advisors, LLC. Holmberg has held various positions in athletics and community organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Hutchinson, KS Landon St

1703 Landon St Ste A

Hutchinson KS 67502

Advisors at this office

2

Most active in

Kansas · Texas

Work history

1 year of industry experience

Ameriprise

2024 - Present • 2 years

Hutchinson, KS

Argentine Federal Savings

2021 - 2024 • 3 years

Overland Park, KS

Equitable Advisors, LLC

2021 - 2021 • 1 year

New York, NY

Unemployed

2021 - 2021 • 1 year

Manhattan, KS

Kansas State Athletics

2018 - 2021 • 3 years

Manhattan, KS

Hutchinson Recreation Commission

2018 - 2020 • 2 years

Hutchinson, KS

KDH Landscape

2018 - 2020 • 2 years

Hutchinson, KS

Pratt Community College

2017 - 2018 • 1 year

Pratt, KS

Pratt Community College

2017 - 2018 • 1 year

Pratt, KS

Crazy Horse Golf Course

2017 - 2017 • 1 year

Hutchinson, KS

Hutchison High School

2013 - 2017 • 4 years

Hutchinson, 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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Shawn P

Series 66

Hutchinson, KS

3rd Level Wealth

Shawn Powell is a financial advisor at 3rd Level Wealth with 13 years of industry experience and holds a Series 66 designation. He has worked at firms including Waddell & Reed Inc and Cetera Advisor Networks LLC. Powell is also involved with 3rd Level Tax, a separate business that provides tax preparation and planning services. 3rd Level Wealth is a single-advisor independent registered investment adviser serving individual clients and small business entities with discretionary asset management. The firm employs a primarily passive investment strategy based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs, with services that may include financial planning covering investments, taxes, estate planning, and retirement income.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Seth S

Series 66

Hutchinson, KS

North Fork Financial, LLC

Seth Surface is a Series 66-licensed financial advisor with North Fork Financial, LLC, where he has worked since 2021. He has five years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he serves as a high school football official in Kansas. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analysis with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Shawn W

CFP®, Series 66

Hutchinson, KS

North Fork Financial, LLC

Shawn Wyatt is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at North Fork Financial, LLC. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Wyatt serves as a volunteer board member and financial services committee member for the Kansas Area United Methodist Foundation. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analyses with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Lori M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Lori Miller is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Packerland since 2011. She also operates Heartland Retirement & Benefits Consulting, LLC, where she serves as an agent providing life, health, disability, annuities, Medicare, and long-term care services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements.

Retirement income strategy Options & derivatives strategies Wealth management
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Corbin Y

Series 66

Hutchinson, KS

Packerland Brokerage Services, Inc.

Corbin Yutzy is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Solid Financial Solutions Inc, Jackson Dairy, Arconic, UPS, and Glenn's Bulk Food Shoppe & Gospel Bookstore. He volunteers to lead a monthly financial education class for foster children through Youthrive in Hutchinson, KS. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and utilizes firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Cameron K

Series 63, Series 65

Buhler, KS

Nwf Advisory Services Inc

Cameron Kaufman is an investment advisor representative at NWF Advisory Services Inc with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including The Ameriflex Group, Osaic, Kaufman Financial, LLC, Independent Financial Group, and Main Street Advisors, LLC. Kaufman serves as a volunteer board member for the Buhler Community Foundation. 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 manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic long-term and tactical investment approaches.

Wealth management Active portfolio management
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