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Joseph B

Series 66

Fergus Falls, MN

Ameriprise

Joseph Branca is a financial advisor with Ameriprise in Fergus Falls, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of advising, he is involved in managing several commercial real estate properties and operates a consulting business focused on practice operations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm employs a centralized team to deliver detailed, tax-efficient income strategies and relies on a combination of research, modeling, and automated tools alongside advisor collaboration.

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

Series 66

Fergus Falls, MN

Ameriprise

Charlie Fuder is a financial advisor at Ameriprise with a Series 66 credential and prior experience in education and the food service industry. He began his advisory career at Ameriprise in 2025 after working at the University of North Dakota and Minnesota State Community and Technical College, as well as Taco Johns and Kennedy Secondary School. 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.

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

Series 66

Fergus Falls, MN

Ameriprise

Christopher Swanson is a financial advisor with Ameriprise Financial Services in Fergus Falls, MN. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Bank of the West and Ameriprise. Swanson serves on the boards of Bethlehem Lutheran Church and Otter Cove, and he is also Head of Membership for the local Sertoma club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service featuring written recommendation reports and ongoing 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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