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Shirley Washam

Advisor at Ameriprise

Updated today

Location

Mayflower Ar, AR

Credentials

Series 63, Series 65

Industry experience

33 years

About

Shirley Washam is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Raymond James & Associates before joining Ameriprise. Outside of her advisory role, she is also employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Mayflower Ar, AR

Most active in

Arkansas · Oklahoma

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2019 - 2020 (1 year)

Raymond James & Associates

2013 - 2019 (6 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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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Daniel A

Series 65

Conway, AR

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Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Jennifer S

CFP®

Maumelle, AR

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Jennifer Schmitt is a CFP® professional with three years of industry experience, currently serving at Legacy Consulting Group in Maumelle, Arkansas. She has worked at Legacy Consulting Group since 2022. Legacy Consulting Group advises individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial life planning, and special-project consulting. The firm employs a combined quantitative and qualitative investment process and utilizes a range of investment vehicles, including mutual funds, ETFs, and alternative instruments.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Charitable giving & philanthropy
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Scott S

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Scott Starkel is a financial advisor at Lukas Total Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at David Lukas Financial since 2019. His prior experience includes roles at Northwestern Mutual Investment Services LLC, Todd Boswell, FIS Global, Teletech, and the USDA. Lukas Total Wealth provides investment advisory and financial planning services primarily to individuals and high-net-worth clients near retirement. The firm emphasizes tactical asset management to manage sequence-of-returns risk, utilizing a combination of tactical, dynamic, and strategic equity styles implemented mainly through third-party model portfolios.

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement Retired
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Austin B

Series 63, Series 65

North Little Rock, AR

Lukas Total Wealth

Austin Boots is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at David Lukas Financial, MML Investors Services, LLC, MassMutual Life Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is president and owner of Boots Family LLC, a company established for compensation management and tax purposes, and he is also a licensed life, health, and disability insurance agent. Lukas Total Wealth serves individuals and high-net-worth clients, primarily those at or near retirement, offering investment advisory and financial planning services. The firm uses a mix of tactical, dynamic, and strategic equity styles through third-party model portfolios and generally limits investments to mutual funds, ETFs, fixed income, and insurance products.

Annuities Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement Retired
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Andrew V

Series 65

North Little Rock, AR

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Andrew Veach is a financial advisor at Veach Family Financial in North Little Rock, AR, holding a Series 65 designation with seven years of industry experience. He has worked at Independent Financial Advisors, Inc. since 2022 and Applied Capital LLC since 2018. Prior to his advisory roles, he was employed at Spirotherm from 2012 to 2018. Veach Family Financial provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $130 million for around 180 client households, employing a strategic asset allocation approach centered on passively managed mutual funds and ETFs, with global diversification and occasional use of individual securities or limited option strategies.

Cash flow / budgeting Retired Founder/Business Owner
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