user avatar

Timothy Shane Riley

Advisor at Ameriprise — Glen Rose, TX

Updated today

Credentials

Series 63, Series 66

Experience

30 years

Location

Glen Rose, TX

Ameriprise logo

Ameriprise

Institution

Total advisors

13,128

Across 4,275 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Timothy Riley is a financial advisor with Ameriprise in Glen Rose, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services, Avantax Insurance Services, H&R Block, and Real Estate Solutions. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized retirement-income consulting team.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Glen Rose, TX

Glen Rose TX

Advisors at this office

1

Most active in

California · Texas

Work history

30 years of industry experience

Ameriprise

2025 - Present • 1 year

Roseville, CA

Real Estate Solutions

2020 - 2025 • 5 years

Redding, CA

H&R Block

2019 - 2022 • 3 years

Redding, CA

Avantax Insurance Agency and/or Avantax Insurance Services

2006 - 2025 • 19 years

Granbury, TX

Avantax Advisory Services

1996 - 2025 • 29 years

Granbury, TX

Avantax Investment Services, Inc.

1995 - 2025 • 30 years

Granbury, TX

Abs Tax & Finance, Inc

1995 - 2020 • 25 years

Redding, CA

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

Kyle F

Series 66

Glen Rose, TX

Western Wealth Management LLC

Kyle Frush is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Western Wealth Management since 2017 and previously held roles at LPL Financial and Raymond James Financial Services. He is also involved in a non-variable insurance business based in Fort Worth, TX. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing diverse investment strategies and multiple custodial platforms.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Kevin M

CFP®, Series 63

Tolar, TX

Calton & Associates, Inc.

Kevin Moore is a CFP® with 31 years of experience in the financial industry. He has worked at Calton & Associates, Inc. since 2020 and previously spent 14 years at LPL Financial, LLC. Outside of his advisory role, Moore owns a sporting goods business and operates as a scuba instructor, providing diving services and training. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of program structures and investment approaches, including firm-managed wrap programs and separate account platforms, tailored to client goals and risk tolerance.

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

Ronald B

Series 63, Series 66

Bluff Dale, TX

Kestra Advisory

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021. Bagley is also a member of The Paluxy Ponderosa LLC, where he is involved in coin collection and general maintenance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

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

Clifton P

CFP®, Series 66

Glen Rose, TX

Edward Jones

Clifton Prater is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)