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Curtis G

Series 66

Hutchinson, KS

Ameriprise

Curtis Grote is a financial advisor with Ameriprise in Hutchinson, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Outside of advisory work, Grote serves as an assistant high school track and field coach and is involved in local community organizations including the Knights of Columbus and the Church Finance Committee. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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

CFP®, Series 66

Hutchinson, KS

Ameriprise

David Gramkow is a CFP®-certified financial advisor with Ameriprise, bringing 19 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Gramkow is CEO of Stewardship Management, Inc., a practice management firm, and is involved with Forbes Legacy, LLC., which engages in farm and ranch ownership, maintenance, and hunting outfitting. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver tailored, algorithm-assisted retirement income recommendations.

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

Series 66

Hutchinson, KS

Ameriprise

Jenna Lahann is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at First National Bank of Hutchinson. Outside of her advisory role, she is a group fitness instructor at Genesis Health Clubs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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