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Samuel P

Series 66

Wichita Falls, TX

Ameriprise

Samuel Pak is a financial advisor with Ameriprise in Wichita Falls, TX, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise and its related entities since 2001. Outside of his advisory work, Pak owns an entertainment publication called The Hub of NTX and serves on the boards of the Zavala Hispanic Cultural Initiative, Big Brothers Big Sisters of Wichita County, and Crime Stoppers. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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