Thomas Thurin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc. Outside of his advisory role, he is a registered team member of the BDLR Group, Inc., a non-investment-related activity. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team, alongside offering a broad range of advisory, brokerage, and insurance solutions.

Mark Maes is a financial advisor with Ameriprise in Prior Lake, MN, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he plays trumpet for church and small gigs. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized team to provide tailored, non-discretionary recommendations that incorporate modeling, tax-efficiency analysis, and asset management within Ameriprise accounts.

Gregory Thurin is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory role, he has a business ownership interest in MOTT Real Estate LLC, involved in leasing real estate for office use. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Thurin is a financial advisor with Ameriprise in Northfield, MN, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Ameriprise and its affiliate since 1998. Outside of his advisory role, he serves as president of the Woodport Homeowners Association and participates in the St. Dominic School Endowment Committee, providing investment allocation recommendations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Tyler Morrison is a financial advisor at Ameriprise in Edina, MN, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at IMST Distributors, Riverbridge Partners, and Civic Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

John Geier is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked for six years at Pepsi Beverages Company. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Brittany Traub is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and affiliated firms since 2014, as well as at Personal Wealth Partners and LPL Financial. 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, supported by a centralized consulting team and algorithmic automation.

Grace Thurin is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she held positions in education and community services, including roles at Mankato Area Public Schools and Northfield Retirement Community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a service approach that includes algorithmic automation and oversight to tailor recommendations.

Cooper Berg is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Cooper held various positions including roles at Hamline University and Stuart Company. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kimberly Nau is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Armstrong Cooper Youth Hockey Association and is a registered team member at BDLR Group Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

James West III is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, Northwestern Mutual, and has experience outside finance at DoorDash, Dick's Sporting Goods, and AMC Theatres. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ashley Tolle is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2008, including her current role since 2020. Outside of her advisory work, she is a co-owner of a real estate business in Maple Grove. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes managed accounts and algorithmic automation to tailor retirement income recommendations.

Paul Thurin is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2020, he worked at New Horizons and has experience in other roles including team membership with AFA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with strategies including tax-aware withdrawals and Social Security options. The firm’s approach involves a centralized service team that collaborates with advisors to produce written recommendation reports based on investment research and algorithmic tools.