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Zoe Wilbur

Advisor at Ameriprise

Updated today

Location

Fremont, MI

Credentials

Series 66

Industry experience

9 years

About

Zoe Wilbur is a financial advisor with Ameriprise in Fremont, Michigan, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, Wilbur owns a videography and photography business and serves as Vice President on the Board of Directors for the Yahaba Friendship City Program. She is also involved with the Fremont Area Community Foundation, contributing to both the Community Development Committee and the Impact Investment Committee. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, research-driven recommendation reports through a centralized consulting team. The firm combines automated modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

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

Fremont, MI

Most active in

Michigan

Work history

Ameriprise Financial Services, LLC

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2016 - 2020 (4 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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Series 66

Fremont, MI

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Nicholas V

CFP®, Series 63, Series 66

Newaygo, MI

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Annuities Income planning Cash flow / budgeting
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Kyleigh K

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Fremont, MI

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Kyleigh Karell is a financial advisor at The Huntington Investment Company with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is active as a social media affiliate and digital influencer for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven, open-architecture platform and offers specialized program options alongside brokerage, custody, and clearing services.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Ryan H

Series 63, Series 65

Fremont, MI

The huntington Investment company

Ryan Hill is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at VOYA Financial Advisors from 2014 to 2016 before joining Huntington in 2016. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform that integrates third-party sub-managers and proprietary models, offering specialized programs and overlay services such as tax management and impact/ESG strategies.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Steven B

Series 63, Series 65

Fremont, MI

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Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and also operates Oosting Burt & Associates, where he provides tax preparation and accounting services. Outside of advisory work, he is involved in several business ventures including a vineyard, a grocery store, and pizza restaurant management. Centaurus Financial, Inc. offers advisory services through a network of independent representatives serving individuals, families, businesses, and institutions. The firm provides financial planning, investment management, and access to third-party money managers, employing both fundamental and technical analysis with a variety of portfolio management strategies.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Scott O

Series 63, Series 65

Fremont, MI

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Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Centaurus Financial since 2010 and is also a partner at Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services. Outside of finance, he is involved in training and breeding Standardbred racehorses at Oosting Stables and participates in agricultural ventures including crop raising, custom butchering beef, and retail sales of water-powered jetpacks. Centaurus Financial, Inc. offers advisory services through independent representatives to a diverse client base including individuals, families, small businesses, and institutional clients. The firm provides financial planning, investment management, access to third-party money managers, and retirement-plan advisory, employing a mix of fundamental and technical analysis with discretionary and non-discretionary account options.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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