Frisco, TX 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 4,078 offices
Location
Frisco TX
Advisors at this office
2
Advisors at this office
Kirk T
CFP®, Series 63
Frisco, TX
Ameriprise
Thomas Trussell is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Baton Rouge, LA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.
Lloyd W
CFP®, Series 63, Series 65
Frisco, TX
Ameriprise
Lloyd Woelfle is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Woelfle is co-owner of Woelfle-Notman, LLC and RDLP Corp, businesses involved in managing his advisory operations and related office services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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