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Sylvia Lorraine Creech

Advisor at Ameriprise — Bowling Green, MO E Champ Clark Drive

Updated today

Credentials

Series 66

Experience

2 years

Location

Bowling Green, MO 63334-2363

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Sylvia Creech is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked at Veterans United Home Loans and has held various roles in education and the food service industry. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Bowling Green, MO E Champ Clark Drive

1214 E Champ Clark Drive, Suite B

Bowling Green MO 63334

Advisors at this office

4

Most active in

Missouri

Work history

2 years of industry experience

Ameriprise

2024 - Present • 2 years

Bowling Green, MO

Veterans United Home Loans

2022 - 2023 • 1 year

Columbia, MO

Brooks Brothers Trailers

2022 - 2022 • 1 year

Troy, MO

A Taste of Philly Steak & Ale

2020 - 2024 • 4 years

Bowling Green, MO

University of Missouri-Columbia

2020 - 2023 • 3 years

Columbia, MO

A Taste of Philly Steak & Ale

2020 - 2024 • 4 years

Bowling Green, MO

Knight Equipment

2020 - 2020 • 1 year

Bowling Green, MO

Southside Bar & Grill

2017 - 2020 • 3 years

Bowling Green, MO

Bowling Green R-1 School District

2007 - 2020 • 13 years

Bowling Green, MO

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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Jason H

Series 63, Series 65

Louisiana, MO

Ameriprise

Jason Henry is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1989. Outside of advising, he participates seasonally in his family farming operation, assisting with combine and grain truck duties during harvest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on income sources and tax-aware withdrawal strategies.

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

Kevin B

Series 63, Series 65, Series 66

Bowling Green, MO

Edward Jones

Kevin Brown is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is involved in row crop farming in Bowling Green, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management ESG / Sustainable investing Founder/Business Owner
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Velma B

Series 63, Series 66

Bowling Green, MO

Ameriprise

Velma Bowen is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Bowen is involved with a family farm used for hunting activities, managed through Bowen Properties, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides comprehensive, written retirement income planning and ongoing 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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James H

Series 63, Series 65

Bowling Green, MO

Ameriprise

James Hartung is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, Hartung owns and operates a cattle ranch and commercial real estate properties, and he serves on the board of directors for Ruth Jensen Village. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written retirement income planning and ongoing advice based on detailed analysis of income sources, tax strategies, and Social Security options.

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

Kayla C

CFP®, ChFC®, Series 66

Bowling Green, MO

Edward Jones

Kayla Caldwell is a financial advisor with Edward Jones in Bowling Green, MO, holding CFP® and ChFC® designations and eight years of industry experience. She worked at Sysco Corporation for five years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Eddie C

CFP®, Series 66

Frankford, MO

Edward Jones

Eddie Collier II is a CFP® with Edward Jones, where he has worked since 2013, accumulating 13 years of experience in the financial industry. He holds the Series 66 designation and is based in Frankford, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices and offers a range of advisory programs with fiduciary standards and affiliated investment products.

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