Avon, CT Mountain View Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,079 offices
Location
2 Mountain View Ave
Avon CT 06001
Advisors at this office
2
Advisors at this office
Thomas T
Series 66
Avon, CT
Ameriprise
Thomas Turon is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is also employed through C3 Consulting Services, LLC in relation to his work at The OakBridge Group, a Private Wealth Advisory Practice of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with specialized retirement income planning services that leverage proprietary research, third-party data, and algorithmic tools to provide tailored advice.
Jason W
Series 66
Avon, CT
Ameriprise
Jason Warnke is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warnke is involved in several non-investment-related business activities, including managing consulting services and real estate holding companies. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts within its investment approach.
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