Jenny Rasmussen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, MN. She has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Adrian Johnson is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise in Edina, MN. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Anthony Tsakakis Jr. is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Wells Fargo Clearing. Tsakakis has been with Ameriprise Financial Services LLC since 2019. 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 delivering written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Richard Cassada is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved with BDLR Group Inc in a non-investment capacity. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic tools to support its advisory process.

Everett Bakke is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following an 11-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. In addition to his advisory role, Bakke is involved with BDLR Group, Inc. and serves as a registered team member of AFA. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Devasia is a financial advisor at Ameriprise with designations including Series 65 and Series 63, and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at Equitable Advisors, LLC. He has also been involved with We Make Footballers and has a background associated with educational institutions such as the College of Saint Benedict and Saint John's University. 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 written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Cheryl Larsen is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise Financial Services since 2021, following five years with Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cody Johnson is a financial advisor at Ameriprise in Minneapolis, MN, with 22 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he serves as a trustee on the board of St. Helena Catholic Church and manages a family LLC that oversees several rental real estate properties. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Michael Sturgis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Megan Carlson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2017, previously working at Insight Global and The University of Arizona. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary analysis tools.

Nathan Rolek is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at firms including Equitable Advisors and AXA Advisors before joining Ameriprise in 2021. Outside of his advisory work, he serves on the Board of Directors for Jefferson High School Softball. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Erik Holmstrom is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at UBS Financial Services and Northwestern Mutual. Outside of his advisory role, he is a registered team member of BDLR Group, Inc., where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Paul Woolfrey is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Securities America, Cambridge Investment Research, and his own firm, Woolfrey Financial Consulting, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis in its approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.

Paul Notermann is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 designations and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. He serves on the Board of Directors for Rotary International in Burnsville, MN, where he is also Membership Chairperson. 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 written recommendation reports and annual retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Alexander Tuttle is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 16 years of industry experience. He has worked at Ameriprise and its related entities continuously since 2010. 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 annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Anthony Larson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Located in Edina, MN, Larson has been with Ameriprise since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual reviews. The firm’s approach incorporates proprietary research and third-party data to provide tax-aware withdrawal strategies and Social Security options, with participation subject to specific enrollment criteria.

Ayefoune Alagbo is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, Alagbo held positions at Audi Richfield, Northwestern Mutual, Patagonia, and Genesys Works. 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 written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephanie Feldman is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at Ameriprise, she worked in health-related coaching and consulting roles, including with Health Talks Online and Chris Kresser, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on tax-aware withdrawal strategies and dependable income sources through its Ameriprise Premier Retirement Income service.

Theodore Hamlin is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following nine years at RBC Capital Markets Corporation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mary Binger is a Series 63 licensed financial advisor with Ameriprise in Edina, Minnesota, where she has worked for 18 years. Her career includes 12 years at Ameriprise Financial Services, Inc. prior to her current role. Outside of advising, she serves on the board of the Girard Association and participates in the capital campaign at Good Shepherd Lutheran School, assisting with charitable giving strategies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ayotunde Idowu is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is involved in coaching and consulting through Line of Scrimmage Coaching and programs focused on athlete training, as well as delivering financial literacy presentations and participating in podcast interviews on personal wealth management topics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendations and annual advice centered on dependable income sources and tax-aware withdrawal strategies, integrating investment research and algorithmic tools within an affiliated product ecosystem.

Cheri Jewison is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lance Butner is a financial advisor with Ameriprise in Eden Prairie, MN, holding CFP® and ChFC® designations and over 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for Benilde St Margaret High School. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement, typically with substantial investable assets, providing detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic automation with personalized oversight and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Troy Kurth is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is a contract sales and marketing director at Kurth Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jon Bodin is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2017, including six years at Ameriprise itself. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Greg Rowland is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked for nine years at Ace Moving and Storage. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored recommendations through a centralized consulting team.

Jeffrey Dobbelmann is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a nine-year tenure at RBC Capital Markets. Outside of his advisory role, Dobbelmann serves as President of the Northern Lights Car Club. 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 written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Paul Harris is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 33 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations integrating tax-efficient strategies and modeling, with an emphasis on assets held in Ameriprise Managed Accounts.

Braden Ellis is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Valmark Securities and Boulay Financial Advisors. Outside of his advisory role, he is involved in independent insurance brokering and manages an advisory business through IWM, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver these services while offering a broad range of advisory, brokerage, and insurance solutions.

Eric Ebsen is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services and its affiliated entities since 2014. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Gregory Idelkope is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Howe is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He is based in Chaska, MN, and has involvement outside of finance as a musician, performing in multiple musical groups that often support local charities. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeremy Christensen is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Bruce Olson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is based in Edina, MN. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Susan Emerson is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 43 years of industry experience and has been with Ameriprise since 2009. Outside of her financial advisory role, she owns and operates a dog training business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm’s approach integrates research, modeling, and tax-efficient strategies, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Dennis Rowland is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory work, he sells a private sports card collection on eBay. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Rob Larson is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients approaching or in retirement. This service provides a written Recommendation Report and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Stephanie Fairlie is a financial advisor at Ameriprise in Edina, MN, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Ameriprise in 2021, she worked at Convergence Financial LLC and Block Advisors. She also owns Stephanie Fairlie Tax, a tax preparation and planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income planning service focused on tax-aware withdrawal strategies and dependable income sources.

Michelle Farrell is a financial advisor at Ameriprise Financial Services with 39 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work history includes roles at Wells Fargo Clearing and UBS Financial Services. 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 a written Recommendation Report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Joseph Byron is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Waseca Junior Senior High. Outside of advising, he owns and operates St. Mary's Hops LLC, a farming business that grows and sells hops to microbreweries in Minnesota. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Michael Atherton is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Edina, MN. He has been with Ameriprise since 2009, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. His credentials include Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, which focuses on dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Blake Kroyer is a financial advisor with Ameriprise in Savage, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, 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 customized retirement income advice supported by a centralized consulting team.

Terry Swanson is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He previously worked at Commonwealth Financial Network and Zurich Awes Wealth Management. Swanson serves on the Board of Directors and as Treasurer of the Seven Dreams Educational Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients with tailored retirement income planning and ongoing advice based on detailed analysis and tax-aware withdrawal strategies.

Margo Clarke is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and 35 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Outside of her advisory work, she has involvement in real estate ownership unrelated to investment activities. Ameriprise serves clients primarily through retirement-income planning, offering tailored recommendation reports and a range of advisory, brokerage, and insurance solutions. The firm’s approach integrates research, modeling, and tax-efficiency analysis, with a focus on clients meeting specific asset thresholds and emphasizes the use of Ameriprise-managed accounts.

Darya Volvatch is a Series 66-licensed financial advisor with Ameriprise in Richfield, MN, bringing nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Volvatch serves as Treasurer on the board of Animal Ark, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jay Dobbs is a financial advisor with Ameriprise Financial Services in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Ameriprise since 2009 across different entities within the firm. 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 written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.