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Leigh H
Series 66
Menominee, MI
Ameriprise
Leigh Howell is a financial advisor with Ameriprise in Menominee, MI, holding a Series 66 designation and 15 years of industry experience. Howell has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with a focus on clients maintaining assets in Ameriprise-managed accounts.
Nicole E
Series 66
Menominee, MI
Ameriprise
Nicole Ehlert is a financial advisor with Ameriprise in Menominee, MI, holding a Series 66 designation and one year of industry experience. Her prior work history includes positions at CASA, Flagstar Bank, and Wells Fargo. She is a W-2 employee managing an advisory business through JC Beck Enterprise LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 deliver personalized retirement-income recommendations.
Jordan B
Series 66
Menominee, MI
Ameriprise
Jordan Beck is a financial advisor with Ameriprise, holding a Series 66 designation and over 20 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Beck is involved in managing multiple business enterprises related to staffing, compliance, and real estate operations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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