Mary Wenum is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated firms since 2010. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves individuals approaching or in retirement and integrates algorithmic tools alongside advisor input to tailor its guidance.

Jason Reiling is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation to generate tailored advice.

Martin Christopher is a CFP® and ChFC® with 23 years of industry experience. He has been with Ameriprise since 2014, currently serving as a financial advisor in Minneapolis, MN. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Lynn Martens is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, she is employed part-time as a bartender. Ameriprise is a large institutional firm offering retirement-income planning services primarily to clients with significant investable assets, using a combination of research-driven modeling and tax-efficient strategies to develop written recommendation reports in collaboration with financial advisors.

Cary Moyer is a financial advisor with Ameriprise in Northfield, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering annual reports and utilizing algorithmic tools overseen by a dedicated committee.

William Bourne is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Samantha Kowalski is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 credential and 10 years of industry experience. She has worked at Ameriprise Financial Services, LLC since 2016 and previously at American Enterprise Investment Services Inc. from 2020 to 2023. Outside of finance, she is employed in the hospitality industry as a restaurant server. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team in partnership with its financial advisors.

Nickolas La Plante is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 14 years of industry experience. He previously worked at RBC Capital Markets from 2006 to 2020 before joining Ameriprise and American Enterprise Investment Services in 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Tou Toua Vang is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Toua held positions at American Enterprise Investment Services, Computershare, Wells Fargo, and Robert Half. Ameriprise Financial Services is a large advisory firm serving both 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.

Brennan Trimble is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2016. In addition to his advisory role, he has been employed by the City of Saint Paul since 2016. 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 tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jessica Szeflin is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with 26 years of industry experience. Her career includes over 15 years at Cetera Investment Services and other affiliated firms before joining Ameriprise in 2022. 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 with a written Recommendation Report and ongoing annual advice. The firm’s approach incorporates proprietary investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options within a framework that requires minimum investable assets and includes Ameriprise-managed assets.

Owen Chose is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Betty Stewart is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 26 years of industry experience. She has worked with Ameriprise Financial Services, Inc. since 2009 and American Enterprise Investment Services Inc since 2021. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specified asset criteria, offering 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 these services through a centralized consulting team, primarily serving clients with Ameriprise-managed accounts.

Anthony Lange is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of advising, he owns a single rental property as a side business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Heather Leslie is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked at American Enterprise Investment Services Inc. from 2008 to 2022 before joining Ameriprise in 2022. Outside of her advisory role, she is involved in retail sales with Earth and Wire, selling jewelry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm relies on a centralized service team for retirement recommendations that leverage investment research and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Tiffany Payne is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2018, with prior experience at Questar Asset Management and Questar Capital Corporation. Outside of her advisory role, Payne volunteers as a committee chair for Scouts BSA, supporting local troop activities and fundraising. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Heaney is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2016, including American Enterprise Investment Services Inc. since 2022. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Holm is a financial advisor with Ameriprise in Apple Valley, MN, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

Robert Ryan Jr. is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 21 years of industry experience. He has been with Ameriprise since 2015, working first at Ameriprise Financial Services, Inc. and continuing at Ameriprise since 2020. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security claiming 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.

Chontel Perez is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise and its affiliate since 2011. 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 tailored, non-discretionary recommendations through a centralized consulting team.