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Stacy D

Series 63

Glencoe, MN

Ameriprise

Stacy Dammann is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 63 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved in managing an advisory business through GWP Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, supporting a range of advisory, brokerage, and insurance solutions.

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

Series 66

Glencoe, MN

Ameriprise

Kelly Rach Meggitt is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Vice Chairperson of the First Congregational United Church of Christ Resource Team and is a board member of the Glencoe Area Community Foundation. She also participates in community fundraising and coordinates the annual Glencoe Days celebration. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized retirement planning through a centralized consulting team.

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

Series 66

Glencoe, MN

Ameriprise

Ella Stevens is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held various roles including positions at Beef O Bradys and Vector Marketing. Outside of her advisory work, Stevens is involved with GWP Holdings LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice, with an investment approach that includes proprietary research, third-party data, and algorithmic tools.

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