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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

12,773

Across 4,085 offices

Clients per advisor

108 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
user avatar

Randy K

Series 63, Series 65

Clinton, IA

Stratos Wealth Partners, Ltd

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and at LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving more than 24,000 clients through a network of about 366 advisors. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment approach that includes both advisor-managed and model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Michel S

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Custom-Pak. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model-based portfolios, third-party manager access, and a variety of financial planning and retirement consulting services, operating with an open-architecture investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Kelsey G

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Kelsey Gammon is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Mercy Living Center, Cambridge Investment Research, Inc., and NelsonCorp Wealth Management. She is also a notary public for the state of Iowa. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Andrew M

Series 63, Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Andrew Meyers is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyers has worked at Stratos Wealth Partners since 2017 and has been affiliated with LPL Financial since 2014. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model-based portfolios with an open-architecture approach, integrating multiple external platforms and investment management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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