Walnut, IA Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,773 advisors across 4,087 offices

Location

Walnut IA

Advisors at this office

4

Advisors at this office

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Thomas G

Series 66, Series 63

Walnut, IA

Ameriprise

Thomas Gross is a financial advisor with Ameriprise who holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at FBL Marketing Services and Farm Bureau. He serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice 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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Daulton M

Series 66

Walnut, IA

Ameriprise

Daulton Maassen is a financial advisor with Ameriprise in Walnut, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Agriland FS, and Midstates Bank. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Series 66

Walnut, IA

Ameriprise

Joel Becerra is a financial advisor with Ameriprise in Walnut, IA, holding a Series 66 designation. He has experience working at Ameriprise and Hamilton Financial Services in 2025, as well as Powertech from 2019 to 2025. Prior to his financial services career, he held positions at Menards, Iowa Western Community College, and AHSTW Highschool. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to generate retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Ronald H

Series 63

Walnut, IA

Ameriprise

Ronald Hamilton is a financial advisor with Ameriprise Financial Services who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Securities America Advisors and Signator Investors. Outside of advising, he is involved in farming through Timberlane Farms and serves as a board member for the nonprofit Peace Haven. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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