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Michael Douglas Witt

Advisor at Ameriprise — Eagle River, WI

Updated today

Credentials

Series 63, Series 66

Experience

34 years

Location

Eagle River, WI

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

Michael Witt is a financial advisor at Ameriprise with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Robert Baird & Co. Witt holds Series 63 and Series 66 credentials. He serves as chair of the UW Department of Orthopedics and Rehabilitation Foundation board and participates in community foundation investment reviews and trustee duties related to local nonprofit funds. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets and emphasizes written, research-backed recommendations delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

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

Eagle River, WI

Eagle River WI

Advisors at this office

1

Most active in

Wisconsin

Work history

34 years of industry experience

Ameriprise

2024 - Present • 2 years

Middleton, WI

Wells Fargo Clearing

2016 - 2024 • 8 years

Madison, WI

Robert Baird & Co.

1992 - 2016 • 24 years

Janesville, WI

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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Thomas W

Series 63, Series 66

Eagle River, WI

Gateway Wealth Partners, LLC

Thomas Wittkopf is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., SII Investments, Inc., and LPL Financial, LLC. He also serves as President and CEO of Great North Bank and owns a small business, Witt Guns & Ammo. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets.

Retirement plans for business owners (SEP, solo 401k)
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Justen S

Series 66

Eagle River, WI

Cambridge Investment Research Advisors

Justen Schemmel is a Series 66-registered advisor with Cambridge Investment Research Advisors, based in Eagle River, WI, with six years of industry experience. Prior to joining Cambridge, he worked at ABB for eight years. Outside of his advisory role, Schemmel is involved in community activities including maintenance work for a local youth soccer association and serving on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides both discretionary and non-discretionary portfolio solutions with access to proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Maxwell W

CFP®, Series 66

Eagle River, WI

Edward Jones

Maxwell Wolosyn is a CFP® professional with 11 years of industry experience, all of which he has spent with Edward Jones since 2015. He holds the Series 66 license and is based in Eagle River, WI. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Early retirement planning Business exit / sale strategy Business succession planning General retirement planning Founder/Business Owner Intergenerational Families
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Connie C

Series 63, Series 66

Eagle River, WI

LPL Financial

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at BMO Harris Financial Advisors since 2012 and M&I Bank since 1989. Outside of advising, she owns a restaurant equipment service business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Scott W

Series 63, Series 65

Phelps, WI

Wells Fargo Clearing

Scott Wickman is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors and 23 years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Retired Founder/Business Owner
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Ronald P

Series 63

Eagle River, WI

Cambridge Investment Research Advisors

Ronald Patterson is a financial advisor with Cambridge Investment Research Advisors in Eagle River, WI, holding a Series 63 license and 35 years of industry experience. He previously worked at Commonwealth Financial Network and First National Investment Center. Patterson serves as secretary for Ducks Unlimited and is a board member of Aspirus Hospital North Division. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary and third-party models, with both discretionary and non-discretionary strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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