Boerne, TX Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

Boerne TX

Advisors at this office

3

Advisors at this office

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Michael F

Series 66

Boerne, TX

Ameriprise

Michael Flores Jr. is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with Ameriprise and has previously worked at Cetera, Provident Wealth Management, and JP Morgan Security LLC. Flores also manages an advisory business under Happy Bank in Fredericksburg, TX. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and provides detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies through a centralized consulting team.

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

Series 63, Series 65

Boerne, TX

Ameriprise

Michael Wincek is a financial advisor with Ameriprise in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he owns Whiskey Ridge Exotics LLC, where he breeds exotic livestock on his ranch. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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

Series 66

Boerne, TX

Ameriprise

Jonathan Blakemore is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he served in the Air Force and the Air National Guard for a total of nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its 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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