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Hannah T

Series 63, Series 65

Edina, MN

Ameriprise

Hannah Trosen is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Ameriprise affiliated firms since 2021. Outside of finance, she has been involved with Kelly Reeves Photography since 2017 and is a registered team member at BLDR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team for retirement advice and integrates its recommendations within a defined investment product ecosystem.

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

Series 66

Edina, MN

Ameriprise

Adam Patterson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he works part-time as a paraplanner for May Inc., assisting with trades, money movements, and client inquiries. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-efficient withdrawal strategies.

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

CFP®, Series 63

Edina, MN

Ameriprise

Leslie Cadle is a CFP® professional with 38 years of industry experience, currently with Ameriprise in Edina, MN. Leslie has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Leslie serves on the board of directors at Benilde-St. Margaret's School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Edina, MN

Ameriprise

Alex Grausnick is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2013 to 2020. Outside of advising, he is involved with May, Inc. as a paraplanner supporting his Ameriprise practice. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide personalized retirement-income planning and offers 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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Vitali K

Series 66

Edina, MN

Ameriprise

Vitali Kan is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2020 and has prior experience at firms including Securian Financial Services and Minnesota Life Insurance Company. Kan also maintains a paraplanner role at May, Inc., supporting his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes 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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Bridget R

Series 66

Edina, MN

Ameriprise

Bridget Root is a financial advisor at Ameriprise with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Riversource Distributors, Inc. and American Enterprise Investment Services, INC. Root is also an associate financial advisor for May, Inc., a business owned by franchise advisor Michelle Young. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides 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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Colin S

CFP®, Series 66

Edina, MN

Ameriprise

Colin Shaughnessy is a CFP® professional with 23 years of industry experience, currently advising at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves as Vice-President on the Board of Directors for the Orono Westonka Soccer Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement-income planning and recommendations.

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

Series 66

Edina, MN

Ameriprise

Candela Larson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several non-financial positions, including teaching and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes use of Ameriprise-managed accounts and affiliated investment products.

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

Series 66

Edina, MN

Ameriprise

Roy Hanson is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory role, Hanson is involved in managing real estate through business ownership in Centennial Group II, LLC and co-ownership of Hanson Family LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides 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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Anthony M

Series 63, Series 66

Edina, MN

Ameriprise

Anthony Mason is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Mason is also a registered team member at May, Inc., where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual 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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Megan D

Series 66

Edina, MN

Ameriprise

Megan Duff is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2023 and previously at Parametric Portfolio Associates and Bethel University. Megan also has experience as a paraplanner, assisting with client tasks and managing advisory business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

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

Series 63, Series 65

Edina, MN

Ameriprise

Daniel Bly is a financial advisor at Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Yellow House Vineyard. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers 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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Douglas M

Series 63

Edina, MN

Ameriprise

Douglas Milbrath is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement income planning with ongoing advice based on comprehensive investment research and algorithmic analysis.

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

Series 63, Series 65

Edina, MN

Ameriprise

Brian Nieken is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at American Enterprise Investment Services and Equitable. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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

Series 63

Edina, MN

Ameriprise

James Tabery is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate firms since 2010. Tabery provides pro bono financial planning services to cancer patients through the Angel Foundation’s Financial Cancer Care Program. 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 income planning and tax-aware withdrawal strategies, with recommendations supported by proprietary research and third-party data.

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

Series 66

Edina, MN

Ameriprise

Samuel Martin is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at M&E Catalyst Group and Ewald Consulting. Outside of his financial advisory work, he is employed at Lifetime Fitness where he prepares food and shakes for members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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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Timothy B

ChFC®, Series 63

Edina, MN

Ameriprise

Timothy Biekkola is a financial advisor with Ameriprise in Edina, MN, holding the ChFC® and Series 63 credentials and bringing 34 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing business operations related to office space for advisors and staff. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice based on a detailed Recommendation Report and focuses 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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Kyle T

CFP®, Series 63

Edina, MN

Ameriprise

Kyle Trangsrud is a CFP® with 21 years of experience in the financial advisory industry. He has been with Ameriprise since 2008 and currently manages an advisory business as a registered team member at BDLR Group, Inc. outside of his primary role. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 66

Edina, MN

Ameriprise

Ashley Mellem is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved as a registered team member with BDLR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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

Series 66

Edina, MN

Ameriprise

Desirae Zarling is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. In addition to her advisory role, she is a registered team member at BDLR Group, Inc., where she manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement income planning advice through a collaborative, non-discretionary approach.

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

Series 66

Edina, MN

Ameriprise

Michele Lindell is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is involved with Centennial Group II LLC and BDLR Group, Inc., both non-investment-related businesses. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm operates as a large institutional provider offering 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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Matthew R

Series 63

Edina, MN

Ameriprise

Matthew Rosvold is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advising, he is involved as a member of Centennial Group II, LLC, which manages office space costs for advisors and staff. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, with investment recommendations supported by in-house research and third-party data.

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

Series 66

Edina, MN

Ameriprise

Annette Printup is a Series 66-licensed financial advisor with Ameriprise in Edina, MN, and has 19 years of industry experience. Her career includes multiple roles at Ameriprise dating back to 2006, along with a brief tenure at LPL Financial. Outside of her advisory work, she serves as a youth director at Redeemer Lutheran Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning advice supported by proprietary research and algorithmic tools.

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

Series 63

Edina, MN

Ameriprise

Joshua Wyman is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2012. Outside of his advisory role, Wyman is involved with Centennial Group II, LLC, a business managing costs of office space for advisors and staff. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning. The firm’s approach includes the use of proprietary research, third-party data, and structured withdrawal strategies within a defined investment universe influenced by affiliated products.

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

Series 66

Edina, MN

Ameriprise

Jack Flynn is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. His prior roles include positions at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo. Outside the financial sector, he has experience working in the fitness industry and at the University of St. Thomas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning with written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

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