Thomas Flinn is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked in catering and various other roles including positions at Bethel University and the North Suburban Soccer Association. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeremy Schottroff is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services Inc. since 2014. Outside of advising, he owns Indoor Fins, a retail business specializing in fish and aquatic pet gear, and serves as a trustee managing a family trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Thomas Crandall is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding CFP®, CFA®, and Series 66 credentials and has 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is a Ph.D. student at Kansas State University engaged in academic research, authoring, and presenting. Ameriprise Financial Services is a large diversified 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 focused on dependable income sources and tax-aware withdrawal strategies.

Adam Belpedio is a financial advisor with Ameriprise in Andover, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, 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 in a centralized service team to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise managed accounts.

Aaron Felix is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at RBC Capital Markets, LLC for twelve years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes proprietary research and algorithmic tools, with enrollment criteria that require a minimum level of investable assets and participation linked to Ameriprise managed accounts.

Heidi Hillman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Becker is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Becker is an owner of farmland rental property in Fairmont, Minnesota. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, emphasizing managed accounts and algorithmic support for retirement planning.

Kelly Cabalka is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise, she worked with the Ryan Pertile Group and has experience coaching gymnastics. Outside of her advisory role, she is involved in coaching a gymnastics team. 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 retirement-income planning, utilizing a centralized service team and proprietary analysis tools to provide tailored, non-discretionary recommendations.

Gregory Then is a financial advisor with Ameriprise in Otsego, MN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Blair Haslerud is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, Series 65, and Series 66 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. 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 claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Ryan Dowhower is a financial advisor with Ameriprise in West St Paul, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. 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 tailored, written recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Scott Storkan is a financial advisor at Ameriprise in Minneapolis, MN, with 14 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2011, initially at Ameriprise Financial Services, Inc. before joining the current firm in 2020. Outside of his advisory role, he is employed in retail sales, fulfilling online orders and shipping. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Eric Lehn is a financial advisor at Ameriprise in Andover, MN, holding a Series 66 designation with eight years of industry experience. He has worked at Ameriprise since 2017, following two years at Somerset Group LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, 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 tailored, non-discretionary recommendations through a centralized consulting team.

Logan Dwyer is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. He previously worked at RBC Capital Markets and Riversource Distributors, Inc., and has a background that includes a position at the University of Minnesota Medical School Duluth. 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 tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

David Westlund is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Westlund is the owner and CEO of Meander Corner LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, utilizing a centralized consulting team that delivers annual, research-driven, non-discretionary recommendations tailored to tax efficiency and income sustainability.

Timothy Adrian is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has been with Ameriprise and its related entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dean Kramar is a financial advisor with Ameriprise in Lino Lakes, MN, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he teaches pickleball basics and runs open pickleball classes as a community activity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a large institutional platform offering advisory, brokerage, and insurance solutions.

Bradford Sabol is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 63 designation with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Tami Berge is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Sarah Hynes is a financial advisor at Ameriprise in Minneapolis, MN, with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory work, she engages in creating and selling personal artwork under the name Ramblin Strawberry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.