Paul Wheaton is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise in Wayzata, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities unrelated to investment management. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Donna Carpenter is a financial advisor with Ameriprise in Corcoran, MN, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved in direct sales with Young Living Essential Oils. Ameriprise serves individuals approaching or in retirement, typically with substantial investable assets, offering a retirement-income planning service that includes written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, emphasizing managed accounts and employing algorithmic automation in its advisory process.

Paul Rampetsreiter is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 1995 across its various entities. Outside of his advisory work, he is a partial owner of two LLCs that hold real estate. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Chan is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved with TC Trailmarkers LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Randolph Wilson is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at At Home Living, Allianz, and Walmart. Outside of his advisory work, he engages in reselling clothes online as a weekend hobby. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Taylor Morehead is a financial advisor at Ameriprise with 15 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he spent seven years at Thrivent Financial and its affiliated entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Steven Kumagai is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise. He has worked with Ameriprise Financial Services since 2005. Outside of advising, Kumagai is involved in pro bono financial planning for underserved populations and performs as a musician in a rock and roll band. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Bradlee Sorenson is a CFP® with 37 years of industry experience, currently serving at Ameriprise in Golden Valley, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with West Metro Advisors LLC, which leases office space. 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 retirement-income planning advice based on detailed analysis of income sources and tax-aware withdrawal strategies.

Derek More is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing detailed 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 approach and integrates algorithmic automation overseen by a dedicated committee to generate personalized recommendations.

Maren Flinn is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2013 in various roles and is also a registered team member at TC Trailmarkers LLC, a non-investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Bryce Roufs is a financial advisor at Ameriprise in Golden Valley, MN, holding a Series 66 designation with three years of industry experience. Before joining Ameriprise, he worked at Wells Fargo Bank and was involved with Rustic Waters LLC. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business outside of his primary role. Ameriprise offers retirement-income planning services focused on 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.

Nicholas Hagan is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2010. In addition to his advisory role, he is a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Gorman is a financial advisor at Ameriprise with a Series 66 designation. He began his advisory career in 2024 and has prior experience in various roles, including positions at Maynards and Spring Hill Golf Club. He has also worked at the University of Minnesota and several country clubs. Ameriprise provides retirement-income planning services primarily for 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.

Jacob Barber is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. He has been with Ameriprise since 2020. Outside of his advisory role, he is involved with TC Trailmarkers LLC as a registered team member and manages this advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Pollock is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Thrivent Financial in various advisory roles since 2016. Pollock is involved with TC Trailmarkers LLC as a registered team member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver written recommendation reports and ongoing planning advice.

Daniel Carlson is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, Carlson serves as an assistant ice hockey coach for Minneapolis Public Schools. Ameriprise offers a retirement-income planning service primarily for clients 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 analysis with a centralized consulting team to deliver tailored, algorithm-supported advice within its managed accounts platform.

Patrick Hagan is a financial advisor at Ameriprise with 37 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Prior to his current role starting in 2020, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has business interests including ownership in West Metro LLC, which manages office expenses for Plymouth Advisors, and involvement with Smokehouse Brewpub, a microbrewery and restaurant in Minneapolis. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies 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.

Jeffrey Janzen is a financial advisor with Ameriprise in Watertown, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Janzen is associated with West Metro Advisors LLC, a group of advisors based in Golden Valley, MN. Ameriprise specializes in retirement-income planning services for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise-managed accounts.