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George N

Series 66

Las Vegas, NV

Ameriprise

George Najm is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Fanatics, Wells Fargo, Petland, and UPS, among others. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a specialized committee, delivering tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

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

Series 66

Las Vegas, NV

Ameriprise

Arie Bojorquez is a financial advisor at Ameriprise in Las Vegas, NV, with one year of industry experience and a Series 66 designation. His prior roles include positions at Bankers Life & Casualty, Equitable Advisors, and the Paul Powell Law Firm. 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, which provides written Recommendation Reports and ongoing advice 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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Raghav B

Series 66

Las Vegas, NV

Ameriprise

Raghav Bhagat is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2024, he worked with Aspen Alpha Advisors LLC and has experience in various educational roles at institutions including the University of Nevada, Reno. 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 advice, focusing 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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Andrew G

Series 63, Series 65

Las Vegas, NV

Ameriprise

Andrew Garcia is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked in roles at Grand Sierra Resort, Greater Nevada Fields, and the University of Nevada Reno. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

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

Series 66

Las Vegas, NV

Ameriprise

Jacob Gonzalez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Prior to his advisory role, his background includes positions in various service and retail environments, as well as freelance work. 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 tailored planning advice 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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Yohanes T

Series 66

Las Vegas, NV

Ameriprise

Yohanes Tesfamariam is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Las Vegas Parking and the University of Las Vegas Nevada. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team that collaborates with advisors to provide customized recommendations based on proprietary research and external data.

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

Series 66

Las Vegas, NV

Ameriprise

Mary Mcclellan is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm serves clients with significant investable assets and offers 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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Unik V

Series 66

Las Vegas, NV

Ameriprise

Unik Velasco is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 license and one year of industry experience. Prior to joining Ameriprise, Velasco worked at Bekins Commercial International and MGM Resorts International, and has experience in education at Northwest Career and Technical Academy and Findlay Middle School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to generate personalized retirement recommendations, 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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Polly F

Series 66

Las Vegas, NV

Ameriprise

Polly Flores is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2023 and previously worked at the University of Nevada Las Vegas for six years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus 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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Jafar A

Series 63, Series 65, Series 66

Las Vegas, NV

Ameriprise

Jafar Asnaashari is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and four years of industry experience. Before joining Ameriprise in 2025, he worked in various roles including at Canyon Coach Lines, Caesars Entertainment, and the Las Vegas Raiders. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written Recommendation Reports and ongoing annual advice for dependable income and tax-aware withdrawal strategies.

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

Series 66

Las Vegas, NV

Ameriprise

Josefa Sandhill is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2013, including her current roles at Ameriprise and American Enterprise Investment Services INC. based in Las Vegas, NV. 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-income planning advice, focusing 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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Kostadin N

Series 66

Las Vegas, NV

Ameriprise

Kostadin Nikolov 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 joining Ameriprise in 2021, he was involved with Star 5 Plumbing LLC for seven years. 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-income planning advice 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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Ivo M

Series 66

Las Vegas, NV

Ameriprise

Ivo Malchov is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2022 and is also employed as a marketing videographer for Gaudin Ford, where he produces video and photo content for the dealership’s YouTube channel and social media. Additionally, he operates a YouTube channel focused on cars, including repair, reviews, and driving, which he plans to monetize starting in 2024. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering comprehensive, research-backed recommendation reports and a broad array of advisory, brokerage, and insurance solutions.

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

Series 66

Las Vegas, NV

Ameriprise

Joe Thomas is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Ameriprise and held positions in various service and retail industries. Outside of finance, he is studying tattoo art with the goal of practicing professionally. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Series 66

Las Vegas, NV

Ameriprise

Austin Hopp is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. His prior work includes roles at MML Investor Services, MassMutual Life Insurance, and Golf Summerlin. He has an academic background with positions at the University of Hawaii and Western Illinois University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant 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, 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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Gary W

Series 66

Las Vegas, NV

Ameriprise

Gary Woodard Jr. is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Based in Las Vegas, NV, he has been with his current firm for six years. 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 clients nearing or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice 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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Lori P

Series 66

Las Vegas, NV

Ameriprise

Lori Palmer is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advising, she is involved in real estate ownership and management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing comprehensive written recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with personalized advice, supported by a centralized consulting team and algorithmic tools, to deliver tailored retirement planning solutions.

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

Series 66

Las Vegas, NV

Ameriprise

Jackson Chandler is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and less than one year of industry experience. His background includes positions at Franklin Templeton and various educational roles prior to joining Ameriprise. 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 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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Shelby T

Series 66

Las Vegas, NV

Ameriprise

Shelby Telford is a financial advisor at Ameriprise with three years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2023, Shelby worked in various roles including positions at Boyd Gaming and the University of Nevada Child & Family Research Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

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

Series 66

Las Vegas, NV

Ameriprise

Amber Yun is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 designation. Her prior work experience includes roles at Amazon, RubinBrown LLP, and United Way of Southern Nevada. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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