Ali Yousaf is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services since 2011, following roles at First Allied Securities and Capital Investment Management. Yousaf is also involved in independent insurance brokering and annuity services with Prudential, ING, and AXA Equitable. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written retirement income recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Mansoor Yousaf is a financial advisor at Ameriprise in Denver, CO, holding a Series 63 designation with 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.