Charles Schaaf is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2018, with prior experience at Investment Professionals, Inc. Outside of his advisory role, he performs as a guitarist and singer in the band Deadbird. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

Charles Schaaf is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2018, following a 20-year tenure at Investment Professionals, Inc. Outside of advising, he is involved with the Bellawood Resort property association in Greers Ferry, Arkansas, where he manages billing. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of large institutional providers.

Laura Sutton is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Investment Professionals, Inc. for 20 years before joining Ameriprise Financial Services, Inc. in 2018 and transitioning to Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports in partnership with its financial advisors.