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Douglas W

CFP®, Series 63, Series 65

Camdenton, MO

Ameriprise

Douglas Wilks is a CFP® professional with 35 years of experience in the financial industry, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He is also involved with Certainty of Uncertainty, LLC, where he manages an advisory business. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

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