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Hunter B

CFP®, Series 66

Cedar Falls, IA

Ameriprise

Hunter Bell is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at LSB Capital Management, Lincoln Savings Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he is an assistant to the Vice President of a private aviation company, working remotely after business hours. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

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

Series 63

Cedar Falls, IA

Ameriprise

Aaron Sannes is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 63 designation and over 35 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. He is a past president of the Blackhawk County Estate Planning Council and serves on the board of Western Home Communities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice, utilizing a research-driven, tax-aware approach with a non-discretionary implementation model.

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

Series 66

Cedar Falls, IA

Ameriprise

Nicholas Blasberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LSB Financial, and LSB Capital Management. Blasberg serves on the Board of Directors and the Investment Committee of the Community Foundation of Northeast Iowa. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

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

CFP®, Series 66

Cedar Falls, IA

Ameriprise

Colin Egan is a financial advisor with Ameriprise in Cedar Falls, IA, holding CFP® and Series 66 designations and three years of industry experience. Prior to joining Ameriprise in 2023, he worked at Ruby Seven Studios and Heartify LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 66

Cedar Falls, IA

Ameriprise

Todd Johnson is a financial advisor with Ameriprise in Cedar Falls, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2017 and previously spent over 20 years at Johnson Financial Services and six years at Woodbury Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining significant assets in Ameriprise-managed accounts.

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

CFP®, Series 63

Cedar Falls, IA

Ameriprise

Mark Mccombs is a financial advisor at Ameriprise with 30 years of industry experience and holds the CFP® and Series 63 designations. Before joining Ameriprise in 2024, he worked at LSB Capital Management, Inc., LPL Financial, and Lincoln Savings Bank. He serves on the board of the Cedar Bend Humane Society and teaches a Financial Literacy course at the University of Northern Iowa. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide tailored recommendations within a specialized product ecosystem.

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

CFP®, Series 63, Series 65

Cedar Falls, IA

Ameriprise

Joshua Katcher is a CFP® professional with 22 years of experience in the financial services industry, currently with Ameriprise since 2012. He holds Series 63 and Series 65 licenses and is based in Cedar Falls, Iowa. Outside of advising, he owns K and S Operations, LLC, an entity formed to manage operational and expense practices, and Joshua J. Katcher, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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