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Sandra Rohe

Advisor at Ameriprise

Updated today

Location

Newton, KS 67114-2256

Credentials

Series 66

Industry experience

14 years

About

Sandra Rohe is a financial advisor with Ameriprise in Newton, Kansas, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she serves on the Board of Directors for the Caring Hands Humane Society and acts as Secretary of the Hospitality Commission at Bethel College Mennonite Church. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting process to deliver tailored retirement income advice.

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

511 N Main St

Newton, KS 67114-2256

Most active in

Kansas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2004 - 2020 (16 years)

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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John M

CFP®, Series 65

Newton, KS

Longview Advisors, LLC

John Miller is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Longview Advisors, LLC since 2016, where he is the sole advisor. Outside of his advisory role, he serves as treasurer for his family's grain production farm. Longview Advisors is a fee-only independent firm serving individuals, retirement plans, trusts, and charitable organizations. The firm integrates investment strategy with financial planning using a passive, asset-class diversification approach and offers various structured planning frameworks under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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William E

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Halstead, KS

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William Eldridge is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command in various capacities since 2014. Eldridge is also the managing partner of GPS Financial, LLC, a business he uses for managing his First Command-related financial activities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking product distribution. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers a structured 12-month Tailored Professional Services engagement alongside discretionary asset management solutions.

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Steven N

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Steven Nikkel is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2014. Outside of his advisory role, he serves as treasurer and board member of church planning committees, where he helps distribute funds and researches new potential church congregations. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

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Nathaniel H

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Newton, KS

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Denise V

Series 66

Newton, KS

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Kevin G

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Newton, KS

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Kevin Goering is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Cetera and has held positions at Avantax Advisory Services and related entities for over two decades. In addition to his advisory work, he operates a CPA practice focused on tax preparation and accounting and serves as co-trustee of a family revocable trust. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services utilizing both firm-sponsored and third-party investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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