Oakland, MD Garrett Hwy 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
20768 Garrett Hwy, Box 615
Oakland MD 21550
Advisors at this office
2
Advisors at this office
Jason S
CFP®, Series 63, Series 66
Oakland, MD
Ameriprise
Jason Sweitzer is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Cetera and First United Bank. Sweitzer serves on the Board of Directors for the Frostburg State University Foundation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria. The firm offers advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations.
Liam M
Series 66
Oakland, MD
Ameriprise
Liam Mc Call is a financial advisor with Ameriprise based in Oakland, MD. He holds a Series 66 designation and has experience working at Ameriprise since 2025, with prior roles including positions at Saint Vincent College and NewEdge Wealth. He also has a background in education, having worked for the Peters Township School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
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