Albertville, AL Hwy 75 N Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,086 offices

Location

299 Hwy 75 N

Albertville AL 35951

Advisors at this office

3

Advisors at this office

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William C

Series 66

Albertville, AL

Ameriprise

William Colvin is a financial advisor with Ameriprise in Albertville, Alabama, holding a Series 66 credential and four years of industry experience. Prior to joining Ameriprise in 2021, he worked with Steven Knowles, Leavitt Group, and Harris Fowler Insurance, Inc. Colvin serves elected terms in the Alabama State House of Representatives and is involved in several local Republican committees and organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 63

Albertville, AL

Ameriprise

Steven Knowles is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Knowles serves on multiple local boards, including Peoples Independent Bank, the Albertville/Boaz Recycling and Solid Waste Disposal Authority, United Way of Marshall County, and Marshall Medical Center’s Patient and Family Advisory Council. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Rodney T

Series 66

Albertville, AL

Ameriprise

Rodney Thornton is a financial advisor with Ameriprise in Albertville, Alabama, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked for First South Farm Credit for 15 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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