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Mitchel Paul Kratochvill

Advisor at Ameriprise — Lancaster, WI

Updated today

Credentials

Series 66

Experience

3 years

Location

Lancaster, 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

Mitchel Kratochvill is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, he worked at Northeast Iowa Community College and the Dubuque Community School District. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing, tax-aware withdrawal advice and written recommendation reports.

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

Lancaster, WI

Lancaster WI

Advisors at this office

1

Most active in

Wisconsin

Work history

3 years of industry experience

Ameriprise

2023 - Present • 3 years

Lancaster, WI

Northeast Iowa Community College

2017 - 2021 • 4 years

Dubuque, IA

Dubuque Community School District

2003 - 2024 • 21 years

Dubuque, IA

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

John D

Series 65

Platteville, WI

Rosemeyer Management Group

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Daniel B

Series 63, Series 65

Platteville, WI

United Advisors America

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Annuities Long-term care insurance Social Security optimization Retirement income strategy Retired
user avatar

Kaley B

Series 66

Platteville, WI

Rosemeyer Management Group

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brooklyn F

Series 65

Platteville, WI

Rosemeyer Management Group

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jake M

Series 65

Platteville, WI

Rosemeyer Management Group

Jake Miller is a financial advisor at Rosemeyer Management Group in Platteville, WI, holding a Series 65 designation with one year of experience. His background includes service in the USAF National Guard and entrepreneurial work with Craft Spice Blends. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a range of clients, using a value-oriented, long-term investment approach combined with strategic asset allocation and periodic rebalancing.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Dylan R

Series 65

Platteville, WI

Rosemeyer Management Group

Dylan Rasmason is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri in both the College of Agriculture, Food & Natural Resources and the Office for Financial Success, as well as positions in banking and retail. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, and corporate plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with investment services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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