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Douglas G

Series 63

Minneapolis, MN

Ameriprise

Douglas Gehrke is a financial advisor with Ameriprise in Isanti, Minnesota, holding a Series 63 designation and over 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he works at a retail grocery service counter. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options for clients meeting specific asset criteria. The firm combines research and modeling with advisory support and provides a broad range of brokerage and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew P

Series 63, Series 66

Minneapolis, MN

Ameriprise

Matthew Pfaff is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at The Oak Ridge Financial Services Group, Questar Asset Management, and Questar Capital Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement-income planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jennifer H

CFP®, Series 63, Series 65, Series 66

Minneapolis, MN

Ameriprise

Jennifer Hanson is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 63, 65, and 66 licenses. She has 28 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and nine years with American Enterprise Investment Services Inc. before joining her current Ameriprise team in 2022. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Adam S

Series 66

Minneapolis, MN

Ameriprise

Adam St Ours is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2007. Ameriprise offers a retirement-income planning service targeting clients with at least $1,000,000 in net investable assets, 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 in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeremy E

CFP®, Series 66

Minneapolis, MN

Ameriprise

Jeremy Eshelman is a CFP® professional with 20 years of industry experience, currently affiliated with Ameriprise in Eden Prairie, MN. He has been with Ameriprise and its affiliated entities since 2009. In addition to his advisory role, he serves as a trustee, assisting with financial decisions in fiduciary capacities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in collaboration with financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brandon M

Series 63, Series 65

Minneapolis, MN

Ameriprise

Brandon Morrell is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliates since 2011, with brief tenures at U.S. Bancorp Investments and Cadaret Grant & Co. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, focusing on personalized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and serves clients with significant investable assets through a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nicholas M

Series 63, Series 66

Minneapolis, MN

Ameriprise

Nicholas Moloczij is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Ameriprise since 2016 in Minneapolis, MN. 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 through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sarah H

Series 63, Series 65

Minneapolis, MN

Ameriprise

Sarah Heim is a financial advisor with Ameriprise in St. Paul, MN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior experience includes six years at RBC Capital Markets before joining Ameriprise Financial Services Inc and later Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address 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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Arthur S

Series 63, Series 66

Minneapolis, MN

Ameriprise

Arthur Sauerhaft is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and operates Kingston Shatnez Lab, which tests garments for compliance with Torah laws. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice that incorporates asset allocation, withdrawal strategies, and Social Security options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nathan H

Series 63, Series 66

Minneapolis, MN

Ameriprise

Nathan Holm is a financial advisor with Ameriprise in St Louis Park, MN, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed 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 tailored retirement income advice, supported by a centralized consulting team and algorithmic automation overseen by a dedicated committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Schaun K

Series 63, Series 66

Minneapolis, MN

Ameriprise

Schaun Kirks is a financial advisor at Ameriprise in Minneapolis, MN, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for RBC Capital Markets Corporation for 18 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice 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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Brian G

Series 63

Minneapolis, MN

Ameriprise

Brian Gray is a financial advisor with Ameriprise in Jordan, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, including American Enterprise Investment Services, INC, where he currently works. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm serves a broad client base and offers a comprehensive range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew P

Series 66

Minneapolis, MN

Ameriprise

Andrew Pudwill is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2016 and at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he owns and operates Telaris LLC, a small business focused on client acquisition and software setup. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Derek S

Series 63, Series 66

Minneapolis, MN

Ameriprise

Derek Scanlon is a financial advisor at Ameriprise Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following five years at RiverSource Distributors Inc. Outside of his advisory role, he serves as an unpaid assistant fastpitch softball coach. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Austin A

Series 66

Minneapolis, MN

Ameriprise

Austin Albrecht is a financial advisor at Ameriprise with a Series 66 designation. He has four years of experience at RBC Capital Markets and additional background in government and university roles. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice 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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Anita A

Series 63, Series 66

Minneapolis, MN

Ameriprise

Anita Adkisson is a financial advisor with Ameriprise in Brooklyn Park, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports delivered in partnership with the client's financial advisor.

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

CFP®, Series 63

Minneapolis, MN

Ameriprise

Jamie Richter is a financial advisor with Ameriprise in Isanti, MN, holding CFP® and Series 63 designations and bringing 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew F

CFP®, Series 63, Series 66

Minneapolis, MN

Ameriprise

Andrew Fronek is a CFP® professional with 26 years of industry experience, currently with Ameriprise Financial Services in Minneapolis, MN. He has worked at Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as a referee for USA bandy league games. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm focuses on dependable income sources and tax-aware withdrawal strategies, utilizing proprietary research and third-party tools in a non-discretionary implementation model.

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

Series 63, Series 65, Series 66

Minneapolis, MN

Ameriprise

Sarah Nuernberg is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 designations and 25 years of industry experience. Her prior roles include positions at Prudential Annuities Distributors, Prudential Insurance Company of America, and Principal Financial Services. 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 advice. The firm employs a collaborative, non-discretionary implementation approach drawing on proprietary research and third-party data within a defined investment universe.

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

Series 66

Minneapolis, MN

Ameriprise

Daniel Niebuhr is a Series 66-licensed financial advisor with Ameriprise in Eagan, MN, and has 10 years of industry experience. He previously worked at American Enterprise Investment Services Inc. for 12 years before joining Ameriprise in 2022. Outside of his advisory role, he and his wife operate a retail business buying and selling antiques, clothes, toys, and collectibles. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

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