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Paul K

Series 63, Series 65

Lake Elmo, MN

Ameriprise

Paul Knooihuizen is a financial advisor with Ameriprise in West Lakeland, MN, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals 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 adaptive withdrawal advice delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic support overseen by specialized committees.

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

Series 63

Lake Elmo, MN

Ameriprise

Nathaniel Willaert is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2012. 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 through its Premier Retirement Income service.

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

Series 66

Lake Elmo, MN

Ameriprise

Kara Schiller is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. She has worked with Ameriprise since 2019, with prior experience in hospitality and university services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm focuses on tax-aware withdrawal strategies and dependable income sources, using proprietary research and third-party data to create tailored recommendations.

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

Series 63, Series 65

Lake Elmo, MN

Ameriprise

Mathew Harrington is a financial advisor at Ameriprise in St. Paul, MN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of advising, he is involved in fiduciary activities and serves as an attorney-in-fact (power of attorney). Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic tools and a Retirement Income Oversight Committee.

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

Series 66

Lake Elmo, MN

Ameriprise

Veronica Kuechenmeister is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 66 designation with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Series 66

Lake Elmo, MN

Ameriprise

Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. 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 written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

CFP®, Series 63

Lake Elmo, MN

Ameriprise

Seymour Loving is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Outside of his advisory role, he serves on the Board of Directors and finance committee of Pilgrim Baptist Church and is a Scoutmaster for the Boy Scouts of America. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations delivered through a centralized consulting team.

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