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Kyle W

Series 66, Series 63

Lincoln, NE

Ameriprise

Kyle Warday is a financial advisor with Ameriprise in Lincoln, NE, holding Series 66 and Series 63 credentials and nine years of industry experience. His work history includes roles at Ameriprise, Bank of the West, Bancwest Investment Services, TD Ameritrade Holding Corp, and Ameritas. He also maintains outside employment as a financial advisor with Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing 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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Madison D

Series 66

Lincoln, NE

Ameriprise

Madison Doughty is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is an owner of MA Gemini, managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise also 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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Sharon K

Series 63, Series 65

Lincoln, NE

Ameriprise

Sharon Kresse is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked with Ameriprise and its predecessor firms since 1980. Outside of Ameriprise, she owns and manages the business Kralvey and serves as a financial advisor at Cirksena, Knight, Jacobsen, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, 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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Austin J

Series 66

Lincoln, NE

Ameriprise

Austin Jablonski is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. His prior work includes roles at Lutz, Concordia University Nebraska, and Gabriel, Burger & Else, CPA. He is also involved in managing an advisory business outside of his main employment. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing customized, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement planning needs.

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

Series 66

Lincoln, NE

Ameriprise

Lauryn Johnson is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Her prior work includes roles at Little Movements Apparel and Gallup, among others. 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 recommendations and ongoing 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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James M

Series 66

Lincoln, NE

Ameriprise

James Moore is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Ideal Images for five years. Outside of his advisory role, Moore co-hosts the Big Red Wrap Up on Nebraska Public Media during the football season. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

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

CFP®, Series 66

Lincoln, NE

Ameriprise

Leisa Olson is a CFP® professional with 21 years of experience in financial services, currently with Ameriprise. She has been with Ameriprise and its affiliates since 2011. Olson is involved in pro bono financial planning through the Angel Care Foundation and facilitates educational workshops with the nonprofit Second Saturday. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering detailed, research-based recommendations and a range of advisory, brokerage, and insurance solutions through its institutional platform.

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