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Kyle Jacob Brooks

Advisor at Ameriprise — Howard City, MI

Updated today

Credentials

Series 66

Experience

3 years

Location

Howard City, MI

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kyle Brooks is a financial advisor with Ameriprise in Howard City, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dart Bank and Aquinas College. He is also involved with HS Companies LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through a collaborative, non-discretionary process incorporating proprietary 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

Howard City, MI

Howard City MI

Advisors at this office

1

Most active in

Michigan

Work history

3 years of industry experience

Ameriprise

2022 - Present • 4 years

Grand Rapids, MI

Dart Bank

2018 - 2022 • 4 years

Mason Michigan, MI

Aquinas College

2014 - 2018 • 4 years

Grand Rapids, MI

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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Derrin L

Series 63, Series 65

Pierson, MI

Derrin Leigh LLC

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Active portfolio management Options & derivatives strategies Passive / index investing Real estate investing Founder/Business Owner
user avatar

Scott F

Series 63, Series 66

Pierson, MI

Principal Financial Services

Scott Fraungruber is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Stephanie C

Series 63, Series 65

Howard City, MI

Empower Advisory Group

Stephanie Cerrito is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and PNC Bank. Cerrito also has experience outside finance, having worked in the restaurant and martial arts industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering financial plans and managed account solutions within plan lineups chosen by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Kameron O

Series 66

Cedar Springs, MI

Edward Jones

Kameron Olsen is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and served in the United States Marine Corps from 2016 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy Founder/Business Owner Military & Veterans

Seth D

Series 66

Cedar Springs, MI

Edward Jones

Seth Donnan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 advisors and over 15,000 branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Adam J

Series 63, Series 66

Cedar Springs, MI

Thrivent Investment Management

Adam Jenkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Northwestern Mutual and various business ventures. Outside of advisory work, he is the managing member of a tanning salon business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes broad planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Business ownership considerations
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