Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christen K
Series 66
Knoxville, TN
Ameriprise
Christen Kiefer is a financial advisor at Ameriprise in Knoxville, TN, holding a Series 66 designation with 15 years at the firm and three years of industry experience. Outside of advising, Kiefer is co-owner of Sapphire Hill Stables, a farm and horse boarding facility. Ameriprise provides retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a centralized consulting team and algorithmic tools.
Brian O
Series 66
Knoxville, TN
Ameriprise
Brian Osgood Jr. is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Chief and a member of the Board of Directors for the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized retirement-income consulting team.
Roger K
Series 63, Series 65
Knoxville, TN
Ameriprise
Roger Kiefer is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Kiefer serves as Treasurer on the Board of Directors for the Northshore Hills Homeowners Association in Knoxville, TN. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Laura O
Series 66
Knoxville, TN
Ameriprise
Laura Osgood is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, bringing 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she volunteers with the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized retirement-income consulting team.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters