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Bradley N

CFP®, Series 63

Brookings, SD

Ameriprise

Bradley Ness is a CFP® with 37 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he works as an associate financial advisor with LFP Consulting, LLC and also monitors the closing of a community swimming pool in the evenings. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, annual recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Brookings, SD

Ameriprise

Pattie Wilber is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Ameriprise since 2015 and served on the Board of Directors and as Treasurer for Peace Lutheran School. Wilber also teaches group fitness classes outside of her advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

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

Series 66

Brookings, SD

Ameriprise

Kendra Johnson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Hy-Vee and South Dakota State University. Outside of her advisory role, she is involved with LFP Consulting, where she completes comprehensive financial plans for advisors and provides payroll benefits services. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

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

CFP®, Series 66

Brookings, SD

Ameriprise

Robyn Jensen is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for nine years. Jensen is involved with the Junior Achievement of Brookings County as a board member and serves on the South Dakota State University Consumer Affairs Advisory Council. Ameriprise is an institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on clients approaching or in retirement, combining research-driven recommendations and tax-efficient strategies typically for individuals with significant investable assets.

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