Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Richard H
CFP®, Series 63
Lake Charles, LA
Ameriprise
Richard Hinton is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise in Lake Charles, LA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.
Steven R
Series 63, Series 65
Lake Charles, LA
Ameriprise
Steven Rice is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory work, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm serves a broad client base with advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to support retirement income planning.
James M
Series 66
Lake Charles, LA
Ameriprise
James Mulvey is a financial advisor with Ameriprise in Lake Charles, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored Recommendation Reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.
Dylan B
Series 66
Lake Charles, LA
Ameriprise
Dylan Breaux is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include work at the PE Training Center and TWFG Kelly Lee Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, delivering tailored recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters