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Jimani D

Series 66

Las Vegas, NV

Ameriprise

Jimani Duncan is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, his work history includes roles at Amazon, Target, and various educational institutions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing comprehensive written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with substantial assets managed within Ameriprise.

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

Series 66

Las Vegas, NV

Ameriprise

Betsy Gaytan Leon is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles at Monument Title Insurance Inc and teaching positions at the University of Nevada, Las Vegas, and the College of Southern Nevada. She also serves as a Notary Public. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with clients’ financial advisors.

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

Series 66

Las Vegas, NV

Ameriprise

Jaydon Elliott is a financial advisor with Ameriprise in Las Vegas, NV. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked in various roles including at the University of California, Los Angeles, and Sacramento City College. 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 annual retirement planning 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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Dillon S

Series 66

Las Vegas, NV

Ameriprise

Dillon Stafford is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he was employed at the University of Nevada, Las Vegas, and Republic Electric, INC. Stafford is involved in fiduciary activities outside of his advisory work. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining accounts within Ameriprise.

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

Series 66

Las Vegas, NV

Ameriprise

Denise Magana is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior roles at OneMain Financial, National Debt Relief, and Emineo Marketing Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on written recommendation reports and ongoing planning advice that addresses income sources, tax-aware withdrawals, and Social Security options for clients nearing or in retirement.

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

Series 63, Series 66

Las Vegas, NV

Ameriprise

Yenifer Anguiano is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and having one year of industry experience. Her career includes roles at Ameriprise Financial Services and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a notable Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized service team in collaboration with advisors.

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

Series 66

Las Vegas, NV

Ameriprise

Christina Hong is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously co-owned a plumbing services business, Platinum Services LLC. Prior to her current role, she worked at Starbucks and has experience in education. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Las Vegas, NV

Ameriprise

Gideon Alwood is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked in various roles including positions with Camp Big Horn and the Clark County School District. Outside of finance, he is employed as a host for a pub trivia company. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with its financial advisors.

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

Series 66

Las Vegas, NV

Ameriprise

Mishell Sakai is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, she held various roles including positions in several food-related businesses. 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 recommendation reports and ongoing retirement planning 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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Samantha G

Series 66

Las Vegas, NV

Ameriprise

Samantha Green is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, she worked at Valley Cheese and Wine and was involved with The Public Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to support their retirement income approach.

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

Series 66

Las Vegas, NV

Ameriprise

Cole Brundage is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Global Experience Specialists and has held various roles in retail and education. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with tax-smart strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Las Vegas, NV

Ameriprise

Leib Milshteyn is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Borris Distribution and held various positions in retail and education. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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

Series 66

Las Vegas, NV

Ameriprise

Alyson Morris is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering structured recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

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

Series 66

Las Vegas, NV

Ameriprise

Brett Willis is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he served in the United States Army from 2020 to 2023 and worked at MassMutual Life Insurance Company. Willis is also involved in independent insurance brokering focused on disability income. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient 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.

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

Series 63, Series 66

Las Vegas, NV

Ameriprise

Nicholas Scorza is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior roles at Lyft, Nectar Bath, USA, and Acelero Learning Clark County. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Las Vegas, NV

Ameriprise

Henry Vasquez is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at firms including Octaform Systems Inc and MGM Resorts International. Outside of his advisory work, he is co-owner of Vasquez Legacy LLC, a real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

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

Series 66

Las Vegas, NV

Ameriprise

Craig Lustgarten is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves a large client base through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

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

Series 66

Las Vegas, NV

Ameriprise

Steven Peacock is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he performs as a musician with the band Embrace Today. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise managed accounts.

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

Series 66

Las Vegas, NV

Ameriprise

William Diaz is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Amazon and Ross Dress For Less. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, delivered through a centralized consulting team in partnership with financial advisors.

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

Series 66

Las Vegas, NV

Ameriprise

Nico Andrei Manzano is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked previously at the University of Nevada Las Vegas, University of Hawaii Maui College, Grand Wailea Resort, and Maui High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a combination of research, third-party data, and algorithmic tools. The firm emphasizes tax-aware withdrawal strategies and works within an investment universe influenced by its affiliated product ecosystem.

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