Midland, MI Joe Mann Blvd. 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
801 Joe Mann Blvd., Ste. P16
Midland MI 48642-8909
Advisors at this office
2
Advisors at this office
Tony W
CFP®, ChFC®, Series 63
Midland, MI
Ameriprise
Tony Winter is a CFP®, ChFC®, and Series 63-licensed financial advisor with 31 years of industry experience. He has been with Ameriprise since 2024 and previously worked for 25 years at Hantz Financial Services, Inc. Winter is based in Midland, MI. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, primarily for clients with assets managed within Ameriprise.
Chelsea K
CFP®, ChFC®, Series 66
Midland, MI
Ameriprise
Chelsea Kroll is a financial advisor at Ameriprise with CFP®, ChFC®, and Series 66 designations and 16 years of industry experience. She previously worked for Hantz Financial Services for 14 years before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service providing written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
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