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 with Ameriprise Financial Services LLC in Edina, MN, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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 with Ameriprise in Edina, MN, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes roles in education and sports organizations. Ameriprise Financial Services is a large, diversified firm serving 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 sources and tax-aware withdrawal strategies.

Cheryl Larsen is a financial advisor at Ameriprise with 23 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise Financial Services LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

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 at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021. Prior to that, he was employed by Equitable Advisors, Axa Advisors, and TD Ameritrade. Outside of his advisory role, he serves as President on the Board of Directors for the Jefferson High School Softball program. Ameriprise provides retirement-income planning services tailored for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Erik Holmstrom is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, he worked at UBS Financial Services and Northwestern Mutual. Outside of his advisory role, he is involved with BDLR Group, Inc. as a registered team member. 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 retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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 in Punta Gorda, FL, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the Board of Directors for Rotary International in Burnsville, MN, where he is also the Membership Chairperson. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Alexander Tuttle is a financial advisor at Ameriprise in Minneapolis, MN, with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010 and holds a Series 63 designation. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to create written recommendation reports, emphasizing managed accounts and incorporating algorithmic tools overseen by a dedicated consulting team.

Anthony Larson is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary, algorithm-supported recommendations through a centralized consulting team.

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 financial advisor at Ameriprise with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008 and holds a Series 63 designation. Outside of her advisory role, she serves on the board of the Girard Association and participates in a capital campaign committee for Good Shepherd Lutheran School in Burnsville, MN. 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 recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Ayotunde Idowu is a financial advisor with Ameriprise in St. Paul, MN, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2020, Idowu worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in coaching and consulting athletes and participates in financial literacy initiatives, including public speaking and podcast interviews on personal wealth management. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research-driven strategies and tax-efficient withdrawal planning. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 with Ameriprise in Coon Rapids, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary advice through a centralized consulting team.

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 Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bruce Olson is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Olson is based in Bloomington, MN. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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 with Ameriprise in Chaska, MN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Stephanie Fairlie is a financial advisor with Ameriprise in Edina, MN, holding Series 65 and Series 63 credentials and six years of industry experience. She has worked at Ameriprise since 2021 and previously was associated with Convergence Financial LLC and Block Advisors. In addition to her advisory work, she owns and operates Stephanie Fairlie Tax, a tax preparation and planning business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients nearing or in retirement. The firm’s approach incorporates investment research and algorithmic tools to provide tax-aware withdrawal strategies and retirement-income planning.

Michelle Farrell is a financial advisor at Ameriprise with 39 years of industry experience. She has held roles at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized recommendation reports, supported by a centralized consulting team and algorithmic tools.

Joseph Byron is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at TIAA and Tiaa from 2022 to 2025. Outside of his advisory role, he owns and operates a hops farming business, growing and selling hops to microbreweries in Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies.

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 Zurich Awes Wealth Management for 15 years and briefly at Commonwealth Financial Network. He serves on the Board of Directors and as Treasurer of the Seven Dreams Educational Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on income sources 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.