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Peter Eric Hembrough

Advisor at Ameriprise — Morrison, IL

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Morrison, IL 61270

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,276 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Peter Hembrough is a financial advisor with Ameriprise in Dixon, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in farming and custom machine hire activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Hembrough.

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

Morrison, IL

117 E Main St

Morrison IL 61270

Advisors at this office

1

Most active in

Illinois

Work history

32 years of industry experience

Ameriprise

2020 - Present • 6 years

Morrison, IL

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Morrison, IL

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

Patrick L

Series 63, Series 66

Clinton, IA

Vital Capital LLC

Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Private / alternative investments Tax-loss harvesting
user avatar

Carey H

CFP®

Clinton, IA

Vital Capital LLC

Carey Hilburn is a CFP® professional with 10 years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Carey worked at Central Wealth Management, LLC, Beaird Harris Wealth Management, and Quest Capital Management, Inc. Outside of advisory work, Carey also consults for VITAL LLC in a non-investment capacity. Vital Capital LLC is a five-advisor firm that serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm employs fundamental and technical analysis tailored to each client’s objectives and incorporates alternative investments and private offerings where appropriate.

Private / alternative investments Tax-loss harvesting
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Randy K

Series 63, Series 65

Clinton, IA

Stratos Wealth Partners, Ltd

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and has been affiliated with LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions—offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Their model relies on independent investment adviser representatives who provide discretionary and non-discretionary portfolio management through an open-architecture platform integrating multiple third-party managers and investment solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Michel S

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Michel Stephenitch is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has one year of industry experience, including prior work at LPL Financial and multiple roles at Custom-Pak. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a broad range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an open-architecture investment model, integrating multiple third-party platforms and managers to deliver customized and actively managed portfolios.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

Kelsey G

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Kelsey Gammon is a financial advisor with Stratos Wealth Partners, Ltd. based in Clinton, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Stratos in 2025, Gammon worked at LPL Financial from 2018 and has experience at Mercy Living Center. Additionally, Gammon is a commissioned notary public for the State of Iowa. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture investment approach integrating multiple platforms and managers, with advisors operating primarily as independent contractors providing discretionary and non-discretionary portfolio management tailored to client goals.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

Andrew M

Series 63, Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Andrew Meyers is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Stratos since 2017. Prior to that, he worked at LPL Financial starting in 2014. In addition to his advisory role, he is licensed as a health insurance agent and spends some time providing non-variable insurance services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients using an open-architecture investment platform with a range of advisory and portfolio management solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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