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David R

Series 66

Mercer Island, WA

Ameriprise

David Richardson is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Richardson manages two websites focused on art and faith events through his ownership of Eventsfy, LLC and Jesus Live LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Mercer Island, WA

Ameriprise

Kirk Neamen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Neamen has involvement in real estate ownership. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on those with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide personalized, 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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