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Todd Swonke

Advisor at Ameriprise — Anahuac, TX

Updated today

Credentials

Series 66

Experience

9 years

Location

Anahuac, TX

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Todd Swonke is a financial advisor with Ameriprise in Anahuac, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Texas Farm Bureau Insurance for 17 years before joining Ameriprise in 2017. Outside of advising, he owns an insurance agency and is a musician who sings and plays piano and guitar. Ameriprise is an institutional firm offering a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized 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

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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

Anahuac, TX

411 Miller St

Anahuac TX 77514

Advisors at this office

1

Most active in

Texas

Work history

9 years of industry experience

Ameriprise

2020 - Present • 6 years

Baytown, TX

Ameriprise Financial Services, inc.

2017 - 2020 • 3 years

Baytown, TX

UNEMPLOYED

2017 - 2017 • 1 year

Anahuac, TX

Texas Farm Bureau Insurance

2000 - 2017 • 17 years

Deer Park, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Bryson S

Series 66

Mont Belvieu, TX

Edward Jones

Bryson Stacy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Flexitallic, Critical 2 Way, and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive

Matthew S

CFP®, ChFC®, Series 63, Series 66

Baytown, TX

Edward Jones

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Divorce financial planning Retirement income strategy General estate planning guidance Planning for children with special needs Wealth management Retired Founder/Business Owner Executive
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Jana B

Series 66

Baytown, TX

Edward Jones

Jana Ballinger is a Series 66-credentialed financial advisor with Edward Jones in Baytown, TX, with four years at the firm. Her prior experience includes roles with the Baytown Chamber of Commerce and Community Resource Credit Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, operating a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Mont Belvieu, TX

Ameriprise

Hannah Briggs is a financial advisor with Ameriprise in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, she worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and several other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning through written Recommendation Reports 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

Sylvia G

ChFC®, Series 63, Series 66

Mont Belvieu, TX

Edward Jones

Sylvia Guerra is a ChFC® designated financial advisor with 15 years of industry experience, currently serving clients at Edward Jones since 2025. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America for six years and Wells Fargo Clearing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Inheritance planning Retired Founder/Business Owner Executive

Justin C

CFP®, ChFC®, Series 66

Baytown, TX

Edward Jones

Justin Connell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Oil & Gas Intergenerational Families
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