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Chad T

Series 66

Fairfield, IA

Ameriprise

Chad Thompson is a financial advisor with Ameriprise in Fairfield, Iowa, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning advice that 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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Gregory M

Series 66

Fairfield, IA

Ameriprise

Gregory Miller is a Series 66-licensed financial advisor at Ameriprise with 11 years of industry experience. He has worked at Ameriprise since 2019 and previously was employed by Cambridge Investment Research Advisors. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

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