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Ryan Michael Arrowsmith

Advisor at Ameriprise — Spartanburg, SC John B. White Sr. Boulevard

Updated today

Credentials

Series 66

Experience

6 years

Location

Spartanburg, SC 29306

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,277 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ryan Arrowsmith is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked at Robert Bosch, LLC for seven years. Arrowsmith serves on the Board of Directors and Finance Committee for the Pine Street School Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

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

Spartanburg, SC John B. White Sr. Boulevard

1211 John B. White Sr. Boulevard, Ste 2

Spartanburg SC 29306

Advisors at this office

2

Most active in

South Carolina

Work history

6 years of industry experience

Ameriprise

2020 - Present • 6 years

Spartanburg, SC

Ameriprise Financial Services, Inc

2019 - 2020 • 1 year

Spartanburg, SC

Robert Bosch, LLC

2012 - 2019 • 7 years

Charleston, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Royce A

Series 63, Series 65

Greer, SC

Angelroyce Wealth Advisors, LLC

Royce Angel Jr. is the principal advisor at Angelroyce Wealth Advisors, LLC in Greer, SC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Angelroyce Wealth Advisors since 2011 and has prior experience at Change Path LLC and R. Neal Angel, Jr. In addition to his advisory work, Angel serves as an insurance agent and teaches as an instructor at Furman University. Angelroyce Wealth Advisors provides fee-based financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a non-discretionary approach, primarily coordinating with third-party institutional managers and employing fundamental, technical, and cyclical investment analysis methods.

Retirement income strategy Income planning General estate planning guidance General tax planning Cash flow / budgeting Retired
user avatar

Katrina W

ChFC®, Series 66

Greer, SC

Stella Maris Wealth

Katrina Whitlinger is a financial advisor at Stella Maris Wealth Management with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to founding Stella Maris Wealth, she worked at The Fiduciary Alliance, Broadstreet Global Advisors, Edward Jones, United Community Bank, and NetApp Inc. She is also a licensed independent insurance agent, offering insurance and annuity solutions as part of her financial services. Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management and tailored wealth stewardship planning, utilizing a diversified, tax-aware approach and third-party technology, including AI-assisted tools, to support portfolio and operational functions.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Retired
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Christopher A

Series 66

Greer, SC

Anderson Wealth Management, Inc.

Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
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Michael D

Series 66

Boiling Springs, SC

IntelliVest Wealth Management

Michael Dickey is a Series 66-credentialed financial advisor with 11 years of industry experience. He currently works at Intellivest Wealth Management Corporation and previously held roles at Capital Investment Group Inc and Edward Jones. Outside of his advisory role, he operates a real estate appraisal business providing single-family home valuations in the Boiling Springs, SC area. Intellivest Wealth Management Corporation offers comprehensive financial planning, investment management, and qualified plan consulting to a diverse client base including individuals, families, trusts, and businesses. The firm employs a proprietary strategic asset-allocation approach integrating various analytical methods and includes digital estate-planning services as part of its offering.

General retirement planning Options & derivatives strategies Active portfolio management
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Andrew B

CFP®, Series 65

Greer, SC

Brindle & Bay Financial Advisors, LLC

Andrew Bencivenga is a CFP® with six years of industry experience, currently serving as a financial advisor at Brindle & Bay Financial Advisors, LLC. He has worked at multiple firms including Magni Publicani, LLC and Bona Fide Finance. Outside of his advisory role, Andrew owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay Financial Advisors provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on tailored strategies aligned with clients’ goals, risk tolerance, and time horizon. The firm uses a dynamic asset allocation framework supported by third-party model design while maintaining discretion over portfolio management.

General retirement planning General tax planning Cash flow / budgeting
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Logan D

Series 66

Boiling Springs, SC

IntelliVest Wealth Management

Logan Dickey is a financial advisor at IntelliVest Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thornburg Securities Corp and Edward Jones. IntelliVest Wealth Management provides comprehensive financial planning, investment management, and qualified plan consulting to a broad client base including individuals, high-net-worth clients, families, trusts, and retirement plans. The firm integrates financial planning into portfolio construction using a proprietary strategic asset-allocation methodology and employs a mix of analytical approaches to build diversified portfolios aligned with client goals.

General retirement planning Options & derivatives strategies Active portfolio management
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