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Megan N

Series 66

Ames, IA

Ameriprise

Megan Niffenegger is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, Megan manages a vintage items booth at an antique mall in Des Moines. Ameriprise provides a retirement-income planning service that targets individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

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