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Robert S

Series 63, Series 65

Lincoln, NE

Ameriprise

Robert Sieps is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, Sieps serves as COO and CFO for Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC, where he manages business operations. 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.

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

CFP®, ChFC®, Series 63

Lincoln, NE

Ameriprise

Debra Cirksena is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. She has worked with Ameriprise and its affiliates since 1987. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lincoln Symphony Orchestra. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing written recommendations 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 advice through a centralized consulting team.

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

Series 66

Lincoln, NE

Ameriprise

Seth Rhodes is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2018, including time at Ameriprise Financial Services, Inc. Prior to that, he was involved with Rentping, LLC. Outside of his advisory role, he owns and manages Rhodes Industrial Solutions, a non-investment-related business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic tools and research to deliver tailored retirement income recommendations.

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

Series 66

Lincoln, NE

Ameriprise

Mason Doughty is a financial advisor with Ameriprise in Lincoln, NE, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Doughty also owns and manages MALABB LLC, an advisory business, and provides services through Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, algorithmic analysis, and non-discretionary implementation 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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Randall R

Series 63, Series 65

Lincoln, NE

Ameriprise

Randall Rhodes is a financial advisor with Ameriprise in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously at Sii Investments. Rhodes serves on the boards of Harbor Ministries and the Fallbrook Homeowners Association and manages Rhodes Family Ventures, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver non-discretionary, tax-efficient recommendations through a centralized consulting team.

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

Series 66

Lincoln, NE

Ameriprise

Chaden Roth is a financial advisor at Ameriprise in Lincoln, NE, holding a Series 66 designation. He began his advisory career in 2023 at Compass Financial Resources before joining Ameriprise in 2024. 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, 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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