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Zachary Trumpp

Advisor at Ameriprise

Updated today

Location

Hutchinson, KS

Credentials

CFP®, Series 66

Industry experience

4 years

About

Zachary Trumpp is a CFP®-certified financial advisor with Ameriprise, based in Hutchinson, Kansas, and has three years of industry experience. He previously worked for Lehman Brothers Holdings Inc. for 13 years. Outside of his advisory role, he is co-owner of Triptych LLC and serves on the board of the Briarwood Homeowners Association, as well as being a member of the Fox Theater in Hutchinson. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with significant investable assets held in Ameriprise-managed accounts.

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

Hutchinson, KS

Most active in

Kansas · Texas

Work history

Ameriprise

2022 - Present (4 years)

Lehman Brothers Holdings Inc.

2009 - 2022 (13 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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Shawn P

Series 66

Hutchinson, KS

3rd Level Wealth

Shawn Powell is a financial advisor at 3rd Level Wealth with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed and Cetera Advisor Networks. In addition to his advisory role, he operates 3rd Level Tax, a separate tax preparation and planning business. 3rd Level Wealth offers comprehensive financial planning, investment management, and consulting services to individuals, business owners, and high-net-worth clients. The firm emphasizes client-specific investment policies, primarily using passive management strategies, and integrates tax preparation and business-exit consulting into its service offerings.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Seth S

Series 66

Hutchinson, KS

North Fork Financial, LLC

Seth Surface is a Series 66-licensed financial advisor with North Fork Financial, LLC, where he has worked since 2021. He has five years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he serves as a high school football official in Kansas. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analysis with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Shawn W

CFP®, Series 66

Hutchinson, KS

North Fork Financial, LLC

Shawn Wyatt is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at North Fork Financial, LLC. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Wyatt serves as a volunteer board member and financial services committee member for the Kansas Area United Methodist Foundation. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analyses with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Lori M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Lori Miller is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Packerland since 2011. She also operates Heartland Retirement & Benefits Consulting, LLC, where she serves as an agent providing life, health, disability, annuities, Medicare, and long-term care services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements.

Retirement income strategy Options & derivatives strategies Wealth management
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Corbin Y

Series 66

Hutchinson, KS

Packerland Brokerage Services, Inc.

Corbin Yutzy is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Solid Financial Solutions Inc, Jackson Dairy, Arconic, UPS, and Glenn's Bulk Food Shoppe & Gospel Bookstore. He volunteers to lead a monthly financial education class for foster children through Youthrive in Hutchinson, KS. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and utilizes firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Cameron K

Series 63, Series 65

Buhler, KS

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Cameron Kaufman is an investment advisor representative at NWF Advisory Services Inc with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including The Ameriflex Group, Osaic, Kaufman Financial, LLC, Independent Financial Group, and Main Street Advisors, LLC. Kaufman serves as a volunteer board member for the Buhler Community Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic long-term and tactical investment approaches.

Wealth management Active portfolio management
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