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William Rogers

Advisor at Ameriprise

Updated today

Location

Thomson, GA

Credentials

Series 63, Series 65

Industry experience

33 years

About

William Rogers is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Rogers provides pro bono financial planning to military families through the Homes for Our Troops program and is working on authoring a book about improving financial life by integrating financial concepts with emotional and psychological aspects. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, 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

Thomson, GA

Most active in

Georgia · Texas · Wisconsin

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2005 - 2020 (15 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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Donald M

ChFC®, Series 63, Series 65

Thomson, GA

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Donald Mcneill is a financial advisor at On Investment Management Company with over 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Foresters Equity Services, Inc. Outside of his advisory work, he owns McNeill Financial Services, LLC, where he is involved in fixed life and annuity sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolios that include individual securities and funds.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Series 63, Series 65

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Series 66

Thomson, GA

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Series 66

Thomson, GA

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Caleb Kidd is a financial advisor at Edward Jones in Thomson, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he was involved with Blue Haven Bee Company for five years. Outside of advising, Caleb is also the owner of a property rental business in Thomson. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors.

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

Kenneth P

Series 66

Thomson, GA

Edward Jones

Kenneth Poole is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and Freeway International Logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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