Nickolas Rud is a financial advisor with Ameriprise Financial Services based in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. His prior work includes positions at Wells Fargo Clearing Services, Questar Capital Corporation, and Allianz Life Insurance Company of North America. Outside of advisory work, he has engaged in rideshare driving and package delivery roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide tailored, non-discretionary recommendations focused on income stability and tax-aware withdrawal strategies.

Jeffrey Scheerer is a financial advisor with Ameriprise in Maple Grove, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Scheerer works as an EMT medic and serves as a paid on-call firefighter with the Maple Grove Fire Department. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Solheid is a financial advisor with Ameriprise in New Prague, MN, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Leann Hoffman is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she serves as treasurer for a small homeowner association. 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 income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

James Minkel is a financial advisor at Ameriprise with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007 and holds the Series 66 designation. Based in Woodbury, MN, he has spent his entire advisory career at Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, focusing on clients with Ameriprise-managed accounts.

Adam Ahrenholz is a Series 66 licensed financial advisor with Ameriprise Financial Services in Minneapolis, MN, and has seven years of industry experience. He has been with Ameriprise since 2019 and has prior work experience in the food service industry and at Iowa State’s Study Abroad Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kyle Wedin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and totaling 18 years of industry experience. He has been with Ameriprise since 2008, serving in both the LLC and Inc. entities. Based in Minneapolis, MN, Wedin's professional history is exclusively with Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service aimed at providing written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement solutions use proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Suzanne Schmitz is a financial advisor with Ameriprise in Carver, MN, holding a Series 63 designation and bringing 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she owns a small business selling skincare products as a Rodan & Fields consultant. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis.

Tracy Nelson is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is involved in real estate ownership in Minneapolis. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations primarily for clients with Ameriprise-managed accounts.

Bryan Bouchard is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, Bryan works as an usher at the Xcel Energy Center for Minnesota Wild games. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Nikila Okorowo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. She previously worked at Merrill and has been with Ameriprise since 2015. She is developing an online blog and store unrelated to investment advising. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Timothy Mcshane is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a 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 options. The firm applies a centralized analysis process and maintains restrictive enrollment criteria for its retirement program.

Jason Bilyeu is a financial advisor with Ameriprise in Andover, MN, holding a Series 63 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes products from select affiliated firms.

Peter Ferry is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise since 2010, including six years at his current firm affiliation. 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 clients approaching or in retirement with written Recommendation Reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Morrice Fadina is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 designation and has been with Ameriprise since 2012. Outside of his advisory role, he owns a music recording studio and operates a wedding entertainment company, as well as working as a host at a concert venue. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines algorithmic modeling with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel O'Donnell is a financial advisor at Ameriprise based in Minneapolis, MN, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for assets managed within Ameriprise.

Elizabeth Funari is a financial advisor at Ameriprise in Minneapolis, MN, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 1995. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a notable emphasis on assets managed within Ameriprise accounts.

Jackson Kessel is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at American Enterprise Investment Services Inc and Exos. Outside of finance, he is involved in catering events for Old Southern BBQ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jeana Werner is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Ameriprise since 1998, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dan Winge is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Ameriprise since 2012 and previously held roles at Wells Fargo Clearing and Wells Fargo Investments. 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. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.