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Scott Wilbur Rath

Advisor at Ameriprise — Wayne, NE

Updated today

Credentials

Series 63, Series 65

Experience

35 years

Location

Wayne, NE 68787

Ameriprise logo

Ameriprise

Institution

Total advisors

13,122

Across 4,275 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Scott Rath is a financial advisor with Ameriprise in Laurel, Nebraska, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Rath serves on the Board of Directors and Finance Committee of Faith Community Church and volunteers with the Laurel Volunteer Fire & Rescue. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Wayne, NE

Wayne NE

Advisors at this office

5

Most active in

Nebraska · Texas

Work history

35 years of industry experience

Ameriprise

2020 - Present • 6 years

Laurel, NE

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Laurel, NE

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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George P

CFP®, Series 63, Series 65

Wayne, NE

D.H. Hill Advisors, Inc.

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Brent R

Series 63, Series 66

Wayne, NE

WT Wealth Management, LLC

Brent Rankin is a financial advisor at WT Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc and J.P. Morgan Securities LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and behavioral bias reduction, and is notable for its affiliated professional-service entities and integrated approach to retirement plan management and insurance services.

ESG / Sustainable investing Passive / index investing
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Justin D

Series 66

Wayne, NE

Ameriprise

Justin Davis is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a board member of the Wayne Area Economic Development Chamber and as vice-president of Wayne Community Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized consulting team, combining algorithmic automation with advisor input, and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rodney H

Series 63, Series 66

Wayne, NE

LPL Financial

Rodney Hunke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Investment Centers of America, Inc. for 15 years and at Elkhorn Valley Bank & Trust and LPL Financial for 11 years. Outside of his advisory role, he is involved in selling fixed annuities as an agent for United Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Isaac D

Series 63, Series 65

Wayne, NE

Ameriprise

Isaac Deichmann is a financial advisor with Ameriprise Financial Services in Wayne, Nebraska, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Ameriprise in 2021, he spent three years at Black Cow Fat Pig. He is also involved with Bedrock Holdings, where he provides client service and administrative support as well as advisory management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael V

Series 66

Wayne, NE

Edward Jones

Michael Varley is a financial advisor at Edward Jones in Wayne, Nebraska, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at F&M Bank for 18 years. He serves on the board of the Wayne County Farm Bureau, a nonprofit organization focused on promoting agriculture and educating the local community about its importance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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