Watauga, TX Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,078 offices

Location

8309 Whitley Rd, Ste 101

Watauga TX 76148

Advisors at this office

2

Advisors at this office

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Howard R

Series 66

Watauga, TX

Ameriprise

Howard Richardson III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he manages a private business, Prich 3 LLC, where he oversees corporate governance and executive decisions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Watauga, TX

Ameriprise

Kelly Just is a financial advisor with Ameriprise in Keller, TX, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns KSJ Resources, an S corporation used to manage practice expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, employing a centralized consulting team that delivers non-discretionary, research-based recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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