user avatar

Leigh M Howell

Advisor at Ameriprise — Menominee, MI

Updated today

Credentials

Series 66

Experience

16 years

Location

Menominee, MI 49858

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

Leigh Howell is a financial advisor with Ameriprise in Menominee, MI, holding a Series 66 designation and 15 years of industry experience. Howell has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with a focus on clients maintaining assets in Ameriprise-managed accounts.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Menominee, MI

414 1st St

Menominee MI 49858

Advisors at this office

3

Most active in

Michigan · Texas · Wisconsin

Work history

16 years of industry experience

Ameriprise

2020 - Present • 6 years

Menominee, MI

Ameriprise Financial Services, Inc.

2010 - 2020 • 10 years

Menominee, MI

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

David J

Series 63, Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

David Jones is a financial advisor at D & G Advisory Group, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at FSC Securities Corporation and Osaic Wealth, Inc. prior to his current role. D & G Advisory Group serves individual and high-net-worth clients, as well as retirement accounts, trusts, estates, charitable organizations, and corporations. The firm offers investment account management and comprehensive financial planning services, employing a long-term, value-oriented investment approach with actively managed portfolios across various asset classes.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
user avatar

Gail J

Series 65

Menominee, MI

D & G Advisory Group, L.L.C.

Gail Jones is a Series 65-licensed financial advisor with D & G Advisory Group, L.L.C. in Menominee, MI, where she has worked since 2011. She has six years of industry experience. D & G Advisory Group provides investment management and financial planning primarily for individual and high-net-worth clients, also serving retirement accounts, trusts, estates, charitable organizations, and certain business entities. The firm employs a value investing approach with a long-term horizon, supplemented by short-term strategies and active portfolio management tailored to client profiles.

Annuities College savings (529s, UTMA, etc.) Long-term care insurance Retirement income strategy
user avatar

Jason S

Series 65

Marinette, WI

Nicolet Wealth Management

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Taylor D

Series 66

Marinette, WI

Ausdal Financial Partners, Inc.

Taylor Doemel is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of financial services, Doemel is involved as a funeral director at Hansen-Onion-Martell Funeral Home and serves as treasurer for the Peshtigo Lions Club. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Jason J

Series 66

Peshtigo, WI

Packerland Brokerage Services, Inc.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. 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 brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar

Vincent B

Series 66

Menominee, MI

Gateway Wealth Partners, LLC

Vincent Baron is a financial advisor at Gateway Wealth Partners, LLC with a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is active as a guitarist and band manager. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach utilizing low-cost mutual funds and ETFs, complemented by individual securities and independent managers.

Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)