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Financial Services

Financial Advice Designed For Your Goals Focus on Your Destination

Centennial Financial Services and Happy Investment Services offer an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals.

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Kyle Stroud headshot

Kyle Stroud

CFP®

Program Manager (CEN)

Pompano Beach, FL

|

(954) 876-2341

Kyle Stroud's Ameriprise Profile »
Matthew Clark headshot

Matthew Clark

Program Manager (HSB)

Dallas, TX

|

(972) 407-4951

Matthew Clark's Ameriprise Profile »
Carla Schoolfield headshot

Carla Schoolfield

Registered Client Service Associate / Business Development Manager (CEN)

Tampa, FL

|

(813) 281-5107

Sandi Brandt headshot

Sandi Brandt

Registered Operations Leader (HSB)

Amarillo, TX

|

(806) 349-9917

Chris Andrews headshot

Chris Andrews

Wealth Advisor (CEN)

Fort Myers, FL

|

(239) 333-2822

Chris Andrews's Ameriprise Profile »
Jeff Bank headshot

Jeff Bank

Wealth Advisor (CEN)

Coral Springs, FL

|

(954) 905-2884

Jeff Bank's Ameriprise Profile »
John Bertsch headshot

John Bertsch

CFP®

Wealth Advisor (HSB)

Plainview, TX

|

(806) 429-6255

John Bertsch's Ameriprise Profile »
Susan Conroy headshot

Susan Conroy

ChFC®, CLU®, RICP®

Wealth Advisor (CEN)

Winter Park, FL

|

(407) 371-6811

Susan Conroy's Ameriprise Profile »
Steve Cooper headshot

Steve Cooper

MSFS, CFP®, ChFC®, CLU®, RICP®

Wealth Advisor (CEN)

Marathon, FL

|

(305) 676-3011

Steve Cooper's Ameriprise Profile »
Corinne Crowley Hardee headshot

Corinne Crowley Hardee

AIF®, CFP®, APMA®

Wealth Advisor (CEN)

Panama City, FL

|

(850) 740-0672

Corinne Crowley Hardee's Ameriprise Profile »
Kathy Crowley headshot

Kathy Crowley

AIF®, CFP®

Wealth Advisor (CEN)

Panama City, FL

|

(850) 740-0672

Kathy Crowley's Ameriprise Profile »
Tom Dematti headshot

Tom Dematti

AAMS®

Wealth Advisor (CEN)

Little Rock, AR

|

(501) 603-3709

Tom Dematti's Ameriprise Profile »
Chris Erbeck headshot

Chris Erbeck

AAMS®, CRPS®

Wealth Advisor (CEN)

Sarasota, FL

|

(941) 328-6770

Chris Erbeck's Ameriprise Profile »
Pedro Escobar headshot

Pedro Escobar

Wealth Advisor (CEN)

Davie, FL

|

(954) 453-1749

Pedro Escobar's Ameriprise Profile »
Jackson Gardner headshot

Jackson Gardner

Wealth Advisor (CEN)

Tallahassee, FL

|

(850) 894-7133

Jackson Gardner's Ameriprise Profile »
Tommy Green headshot

Tommy Green

CFP®

Wealth Advisor (CEN)

Cabot, AR

|

(501) 941-4223

Tommy Green's Ameriprise Profile »
Bob Leffert headshot

Bob Leffert

Financial Consultant (CEN)

Conway, AR

|

(501) 328-4678

Bob Leffert's Ameriprise Profile »
Gessie M Lipscomb headshot

Gessie M Lipscomb

CFP®, APMA®

Wealth Advisor (CEN)

Tampa Bay, FL

|

(813) 281-3481

Gessie M Lipscomb's Ameriprise Profile »
Roger Martin headshot

Roger Martin

CFP®, APMA®

Wealth Advisor (CEN)

Tampa Bay, FL

|

(813) 367-8146

Roger Martin's Ameriprise Profile »
Fred Miller headshot

Fred Miller

CRC®

Wealth Advisor (CEN)

Fairhope, AL

|

(251) 928-0362

Fred Miller's Ameriprise Profile »
Trice Newman headshot

Trice Newman

Wealth Advisor

Lubbock, TX

|

(806) 788-2426

Trice Newman's Ameriprise Profile »
Ches Phelps headshot

Ches Phelps

Wealth Advisor (HSB)

Lubbock, TX

|

(806) 794-2265

Ches Phelps's Ameriprise Profile »
Shirley Washam headshot

Shirley Washam

Wealth Advisor (CEN)

Conway, AR

|

(501) 205-7570

Shirley Washam's Ameriprise Profile »
Doug Wilson headshot

Doug Wilson

Wealth Advisor (CEN)

North Little Rock, AR

|

(501) 603-3813

Doug Wilson's Ameriprise Profile »

Disclosures

1 Company data, as of Q1 2022
2 Centennial Bank and Happy State Bank, a division of Centennial Bank, do not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

 

Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value

 

Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Ameriprise Financial and the financial institution are not affiliated.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.

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