Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Lewisburg, TN 37091-3312
Ameriprise
Institution
Michael Wickberg is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice through a centralized consulting team.
Based on Ameriprise
Based on Ameriprise
$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%
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.
Lewisburg, TN 1st Ave S
111 1st Ave S
Lewisburg TN 37091-3300
Advisors at this office
2
Tennessee · Texas
25 years of industry experience
Ameriprise Financial Services, LLC
2024 - Present • 2 years
Lewisburg, TN
LPL Financial
2008 - 2024 • 16 years
Lewisburg, TN
Edward Jones
2007 - 2008 • 1 year
Lewisburg, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Columbia, TN
Sterling Wealth Advisors, Inc.
Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.
CFP®, Series 65
Columbia, TN
KB Financial Advisors LLC
Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.
Series 66
Columbia, TN
Sagespring Wealth Partners
Hannah Colbert is a financial advisor at SageSpring Wealth Partners with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Montgomery & Associates. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.
Series 66
Columbia, TN
Sagespring Wealth Partners
George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.
CFP®, Series 66
Columbia, TN
Eversource Wealth Advisors, LLC
Andrew Varnedoe is a CFP® and Series 66-licensed advisor at EverSource Wealth Advisors, LLC with six years of industry experience. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.
Series 66
Columbia, TN
Navy Federal Investment Services, LLC
Matthew Storey is a Series 66-licensed financial advisor with ten years of industry experience, currently with Navy Federal Investment Services, LLC. His prior roles include positions at Wells Fargo and Edward Jones before joining Navy Federal. He operates out of Columbia, Tennessee. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform.
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