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Credentials
Series 63
Experience Industry experience
27 years
Location
Gaylord, MN 55334
Ameriprise
Institution
Neil Winterfeldt is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Winterfeldt is based in Brownton, MN. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.
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.
Gaylord, MN
220 Main Avenue, Box 71
Gaylord MN 55334
Advisors at this office
1
Minnesota
27 years of industry experience
Ameriprise
2020 - Present • 6 years
Gaylord, MN
Ameriprise Financial Services, Inc.
2005 - 2020 • 15 years
Gaylord, MN
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 63, Series 65
Arlington, MN
Primerica Advisors
Timothy Dreier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Norwood Equipment, Stender Inc., PFS Investments Inc., ISD 108, and Primerica Financial Services. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Series 63, Series 66
Gaylord, MN
Edward Jones
Zachariah Dahlman is a financial advisor with Edward Jones in Gaylord, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple periods at Edward Jones, as well as roles at Frost Brokerage Services and Nd 42 LLC. Outside of his advisory work, he is the owner of ZTD Properties LLC, a real estate business. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options, operating under a fiduciary standard. The firm is distinguished by its extensive retail advisor network and integrated financial services, including trust and securities-based lending offerings.
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