Lewisburg, TN 1st Ave S 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 12,773 advisors across 4,086 offices
Location
111 1st Ave S
Lewisburg TN 37091-3300
Advisors at this office
2
Advisors at this office
Kathryn L
Series 66
Lewisburg, TN
Ameriprise
Kathryn Lintz is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Michael Wealth Management Group. She serves on the Board of Directors for Young Professionals of Marshall County as Secretary/Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.
Michael W
Series 63, Series 66
Lewisburg, TN
Ameriprise
Michael Wickberg is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice through a centralized consulting team.
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