Are you wanting to plan for your retirement, save for your children’s education, or pay for a large purchase? Whatever your financial goals, our financial advisors can help you plan and confidently take the next step.
Southern Wealth Management
Comprehensive financial advice.
Contact Us
Our team of expert advisors are always available to answer your questions.
Where We're Located
Our offices are located in these Southern Bank branches:
Poplar Bluff - Oak Grove
2991 Oak Grove Road
Poplar Bluff, MO 63901
St. Louis - Oakville
6121 Telegraph Rd.
St. Louis, MO 63129
About Us
Financial advice to help you achieve your goals.
Southern Wealth Management offers 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. Financial advisors J. Darren Hillis, Tim Heuiser, Megan Siracusa, and David Rowland are available at our Poplar Bluff and Oakville locations to speak with you about your unique financial situation and goals.
Why work with a financial advisor?
You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.
A comprehensive approach
Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.
Solutions and advice aligned to you
Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies, to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.
Products and services available through Ameriprise
- Financial planning
- Retirement planning
- Investments
- Funding education expenses
- Insurance and annuities
- Estate planning strategies
- Retirement income strategies
- Tax planning strategies
About Ameriprise Financial
As a longstanding leader in financial planning and advice,
Ameriprise Financial
helps clients navigate the present without losing sight of the future. Ameriprise Financial has remained true to its vision of putting its clients' interests first for more than 130 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients
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, with more than $1 trillion in assets under management and administration
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.
View the Ameriprise FINRA BrokerCheck listing.
Disclosures:
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Company Reports
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Ameriprise Financial Q2 2024 Earings Release.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Investment Products:
Not FDIC or NCUA Insured
No Financial Institution Guarantee
May Lose Value
Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
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 .
© 2024 Ameriprise Financial, Inc. All rights reserved.