Top financial advisors in Le Mars, IA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Le Mars, IA when you're planning for retirement income and want to understand how recent tax changes affect your withdrawals. A common mistake is not accounting for state-specific tax rules, which can lead to unexpected tax bills or missed opportunities.
- State tax knowledge. Confirm the advisor understands Iowa's recent retirement income tax phase-out and how it impacts your planning.
- Withdrawal sequencing. Ask how they plan distributions to minimize taxes and extend your portfolio's life.
- Income sources integration. Check if they consider all income streams, including Social Security and pensions, in their retirement strategy.
- Experience level. Inquire about their years working with retirees in similar tax environments to ensure practical insights.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark N
Series 63, Series 66
Le Mars, IA
Cetera
Mark Nemmers brings 25 years of experience and specializes in wealth management and retirement plans for business owners, making him well-equipped to navigate retirement income planning in Le Mars, IA. His flat-fee and hourly consulting options, combined with Cetera's large-firm resources and fiduciary solutions, offer flexible and comprehensive support compared to other advisors in the area.
Experience: 25 years
Avg account: $306,089
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Joseph S
Series 66
Le Mars, IA
Edward Jones
Joseph Susemihl specializes in retirement income strategy and income planning, making him well-suited to navigate Iowa's tax phase-out on retirement income. With 15 years at Edward Jones, a large full-service firm serving over four million clients, he offers access to extensive resources and a broad range of investment solutions, differentiating him from advisors at smaller firms.
Experience: 15 years
Avg account: $246,728
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Michael R
Series 63, Series 65
Lemars, IA
Ameriprise
Michael Ruhland offers retirement income strategies tailored for clients approaching retirement in Le Mars, IA, with expertise in Social Security optimization and withdrawal sequencing. His 45 years of experience at Ameriprise, a large firm emphasizing tax-efficient planning and research-driven recommendations, supports clients with significant investable assets, differentiating him from advisors with smaller practices or less specialized retirement focus.
Experience: 46 years
Avg account: $471,167
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Brandon S
Series 66
Le Mars, IA
Thrivent Investment Management
Brandon Schaecher's decade of experience and Series 66 designation equip him to navigate retirement income planning in Le Mars, IA, including tax considerations relevant to Iowa residents. His affiliation with Thrivent Investment Management, a large firm offering dedicated planning and managed-account services with consolidated billing, distinguishes him by providing structured, goal-based financial strategies tailored to individuals and families.
Experience: 10 years
Avg account: $162,801
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Alan P
Series 63, Series 65
Le Mars, IA
Eagle Strategies (NY Life)
Alan Pottebaum offers retirement income strategies tailored to Le Mars, IA residents, with 32 years of experience and expertise in retirement plans for business owners and annuities. His affiliation with Eagle Strategies, a large firm under New York Life, provides access to client-directed solutions and model portfolios, distinguishing him with a broad service scope and flexible fee structures including AUM and hourly options.
Experience: 32 years
Avg account: $235,446
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