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Peter P
Series 63, Series 65
Las Vegas, NV
Ameriprise
Peter Pulido is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Ameriprise in 2022, he has worked in various roles including ownership and management at FuneralStats, LLC, where he is involved in marketing, compliance, data analysis, and community outreach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.
Steven S
Series 66
Las Vegas, NV
Ameriprise
Steven Spurlock is a financial advisor with Ameriprise in Las Vegas, NV. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to that, he held various roles including at FLO Unleashed and the Associated Students of Nevada. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service with written recommendation reports and annual planning advice focused on retirement income strategies.
Bruce H
Series 63, Series 65
Las Vegas, NV
Ameriprise
Bruce Holstine is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles at Ameriprise since 2020 and prior work in various sectors such as sports, retail, and education. 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 focused on reliable income sources and tax-aware withdrawal strategies.
Jared J
Series 66
Las Vegas, NV
Ameriprise
Jared Jackson 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. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with advisors like Jackson. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Philip H
Series 66
Las Vegas, NV
Ameriprise
Philip Higgins is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of advising, he is involved in retail sales through the purchase and resale of items online and creates videos for YouTube. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
John M
Series 66
Las Vegas, NV
Ameriprise
John Mc Cullough is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation. He joined Ameriprise in 2025 and has no prior industry experience. His work background includes positions at Albertsons, Enterprise, and several other employers before transitioning into financial advising. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with advisory, brokerage, and insurance solutions.
Dawson D
Series 66
Las Vegas, NV
Ameriprise
Dawson Drake is a financial advisor at Ameriprise in Las Vegas, NV, with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Outside of financial services, he has experience working at CVS Health and has been involved with the UNR Writing Center and the University of Nevada, Reno. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support clients’ retirement planning.
Zachary R
Series 66
Las Vegas, NV
Ameriprise
Zachary Richey is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles at the University of Nevada, Las Vegas, including Residential Life and the Student Wellness and Recreation Center. Outside of his advisory role, he engages in AI data annotation as an independent contractor, performing tasks such as completing quizzes, writing, and interacting with chatbots. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Suzanne A
Series 66
Las Vegas, NV
Ameriprise
Suzanne Anderson 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 offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 deliver tailored, non-discretionary recommendations through a centralized consulting team.
Jacqueline M
Series 66
Las Vegas, NV
Ameriprise
Jacqueline Mlechick is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2019 and has prior experience at Northwestern Mutual and in other roles outside the financial sector. Mlechick is a co-owner of Mlechick Property Group, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party data.
Chad B
Series 66
Las Vegas, NV
Ameriprise
Chad Baca is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 credential and three years of industry experience. His prior roles include positions at LegalMatch, Strategic Financial Solutions, Amica Mutual, and Darden Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.
Ismael H
Series 63, Series 65
Las Vegas, NV
Ameriprise
Ismael Higareda is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at BMO Bank, U.S. Bank, Bank of America, and Wells Fargo. He was the owner of the Made The Team Foundation, an organization intended to assist in youth sports that did not become active. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.
Samuel A
Series 66
Las Vegas, NV
Ameriprise
Samuel Abebe is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2021 and previously worked at the University of Nevada Las Vegas and Snowed INN LLC. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework, requiring minimum investable assets for participation.
Angel C
Series 66
Las Vegas, NV
Ameriprise
Angel Cipres 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, he operated Cipres Tree Service for five years and worked at the University of Nevada, Las Vegas, as well as Rancho High School. Ameriprise serves individuals approaching or in retirement, providing a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver personalized retirement advice, primarily for clients with substantial investable assets and Ameriprise-managed accounts.
Peter K
Series 66
Las Vegas, NV
Ameriprise
Peter Klurfeld is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Prior to his current role, he was self-employed as a digital marketer and worked at Innovative Inhalables, INC. for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.
Matthew G
Series 66
Las Vegas, NV
Ameriprise
Matthew Geeting is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he worked at Lululemon Athletica and has experience in education at UNLV and local schools. 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 focused on income sources and tax-aware withdrawal strategies.
Brian P
Series 66
Las Vegas, NV
Ameriprise
Brian Phillips is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Zahedi Capital Management and Sonoma State University. Outside of finance, he operated Forget Me Not Flowers and Gifts in 2019. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Sandra L
Series 66
Las Vegas, NV
Ameriprise
Sandra Laflin is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Her prior work includes roles in healthcare and education institutions such as Havasu Regional Hospital, Accent Care, Whitworth University, and Spokane Community College. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.
Cheyana G
Series 66
Las Vegas, NV
Ameriprise
Cheyana Gribble is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved as an owner and landlord in a real estate rental business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic recommendation tools.
Tracy S
Series 66
Las Vegas, NV
Ameriprise
Tracy Starman is a financial advisor at Ameriprise in Las Vegas, NV, with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, 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 deliver tailored retirement income recommendations through a centralized consulting team.
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