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Angela M
Series 63, Series 65
Fargo, ND
Ameriprise
Angela Mc Carthy is a financial advisor with Ameriprise in Fargo, ND, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns SecurEdge Tax Strategies, a tax preparation business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Cullen M
Series 66
Fargo, ND
Ameriprise
Cullen Mc Carthy is a financial advisor with Ameriprise in Fargo, ND, holding a Series 66 designation and one year of industry experience. His work history includes roles at Menards and Porter Creek Hardwood Grill, as well as teaching at the University of North Dakota since 2022. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and uses algorithmic tools overseen by a Retirement Income Oversight Committee to generate tailored recommendations.
Sara A
Series 66
Fargo, ND
Ameriprise
Sara Anderson is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2013, working in various capacities within the firm. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.
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