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Gregory B
Series 63
Charleston, WV
Ameriprise
Gregory Bumgarner is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise Financial Services LLC since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.
Johnny B
Series 63
Charleston, WV
Ameriprise
Johnny Bane is a financial advisor with Ameriprise in Beckley, WV, holding a Series 63 designation and over 40 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he owns and manages an advisory business through Lew61922 LLC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Charles V
CFP®, Series 63
Charleston, WV
Ameriprise
Charles Vallandingham III is a CFP®-credentialed financial advisor with 28 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is involved in business ownership through CEV3 Partners LLC and serves on the board of directors for Goodwill of the Kanawha Valley. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with a centralized consulting team supporting advisors in delivering tailored retirement-income plans.
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