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Michael D

Series 63

Cedar Rapids, IA

Ameriprise

Michael Dombroski is a financial advisor at Ameriprise in Iowa City, IA, holding a Series 63 designation with 50 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise.

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

Series 66

Cedar Rapids, IA

Ameriprise

Brennen Dorighi is a financial advisor with Ameriprise in Cedar Rapids, IA, holding a Series 66 designation and over one year of industry experience. Prior to joining Ameriprise, he was associated with Osaic Wealth Inc and has experience outside the financial sector, including providing baseball lessons to high school players in Iowa City. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm's investment approach incorporates proprietary research and third-party data within a defined product ecosystem.

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

Series 66

Cedar Rapids, IA

Ameriprise

Austin Banks is a financial advisor with Ameriprise in Cedar Rapids, IA, holding a Series 66 designation and eight years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc., and has a background with the University of Iowa. Banks serves on the board of directors for the Cedar Valley Humane Society. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team generating tailored reports.

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