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Samuel Jacob Van Wettering

Advisor at Ameriprise — Lemars, IA

Updated today

Credentials

Series 66

Experience

5 years

Location

Lemars, IA 51031

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Samuel Van Wettering is a financial advisor with Ameriprise in Le Mars, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at American Bank, Northwestern Mutual, Kingsley State Bank, and Wells Fargo. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, offering detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered in partnership with its financial advisors.

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

Lemars, IA

129 Central Ave. SW

Lemars IA 51031

Advisors at this office

2

Most active in

Iowa

Work history

5 years of industry experience

Ameriprise

2021 - Present • 5 years

LeMars, IA

American Bank

2019 - 2021 • 2 years

Le Mars, IA

Northwestern Mutual Investment Services LLC

2019 - 2019 • 1 year

Sioux City, IA

Northwestern Mutual Life Insurance Company

2019 - 2019 • 1 year

Milwaukee, WI

Kingsley State Bank

2017 - 2019 • 2 years

Le Mars, IA

Wells Fargo

2015 - 2017 • 2 years

West Des Moines, 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

Kelli P

Series 66

Le Mars, IA

TVAMP, LLC

Kelli Palmer is a financial advisor with TVAMP, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial LLC, Finra, and U.S. Bancorp Investments, Inc. She is based in Le Mars, Iowa. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm typically uses a long-term, asset-allocation strategy focused on diversified portfolios constructed with mutual funds and ETFs, and offers a range of services including wrap-fee programs, educational seminars, and accounting-liaison support.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar

Shannon S

Series 63, Series 66

Le Mars, IA

SPC

Shannon Stoeffler is a financial advisor with SPC, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Prior to joining SPC and Parkland Securities in 2026, Stoeffler worked at Ameriprise Financial Services from 2024 to 2026 and Parkland Securities from 2014 to 2024. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic affiliations.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Alan P

Series 63, Series 65

Le Mars, IA

Eagle Strategies (NY Life)

Alan Pottebaum is a financial advisor with Eagle Strategies (NY Life) in Le Mars, Iowa, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2008 and has a longstanding association with New York Life Insurance Co. dating back to 1992. Outside of his advisory role, he serves as an officer for JR Golf of Northwest Iowa, an organization promoting junior golf in the region. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities under applicable regulations.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Mark N

Series 63, Series 66

Le Mars, IA

Cetera

Mark Nemmers is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at American Bank, NA, where he has been employed for over two decades. Outside of his financial advisory role, he serves as Secretary/Treasurer and part-owner of Erdmann Enterprises, a real estate management business. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment management and financial planning services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform, providing access to both affiliated and third-party portfolio managers and a variety of program options across discretionary and non-discretionary accounts.

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

Mark S

Series 63, Series 66

Le Mars, IA

Raymond James Financial

Mark Schmidt is a financial advisor with Raymond James Financial Services Advisors Inc. based in Le Mars, Iowa. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. His career includes roles at Raymond James since 1999 and insurance agency work dating back to 1999 as well. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports wrap-fee programs, and maintains a municipal advisor affiliation unusual among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Joseph S

Series 66

Le Mars, IA

Edward Jones

Joseph Susemihl is a Series 66-licensed financial advisor at Edward Jones in Le Mars, Iowa, with 15 years of industry experience, all of which has been with Edward Jones since 2011. Outside of his advisory role, he is a corporate pilot and has involvement with Wells' Dairy Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Income planning Retired Founder/Business Owner Executive
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