Robert Smith is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Morgan is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Raymond James Financial Services and Paul M. Bennett Ltd. Outside of his advisory work, he is an independent contractor hosting wedding receptions and dance events as a wedding DJ. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies, supported by algorithmic tools overseen by a Retirement Income Oversight Committee.

Edward Goodlund is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sean Lawson is a financial advisor at Ameriprise with eight years of industry experience. He has been with Ameriprise since 2015 and holds the Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors like Lawson.

Andrew Crenshaw is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2024 and was previously with American Enterprise Investment Services Inc. for nine years. Prior to his financial services career, he held positions at the University of Minnesota in Parking and Transportation and other roles from 2014 to 2017. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Charles Morgan is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in artistic and entrepreneurial activities, including conducting a local brass choir, baking and selling cupcakes from home, and performing in film, television, and theater productions. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Graf is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation and expert oversight to deliver tailored retirement income strategies within a large institutional framework.

Kean Teng Chan is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Ameriprise since 2019, following a four-year tenure at Fathom Advisors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ella Hennen is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. She has worked at Ameriprise since 2019 and has prior work experience including roles at The Finnish Bistro, Minneapolis Downtown Council, Taxxa LLP, The Library Bar, and the University of Minnesota - Twin Cities. 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, featuring a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Howard Bryant is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN, bringing 15 years of industry experience. He has worked at various Ameriprise entities since 2011 and spent one year at Edward Jones earlier in his career. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ingrid Odegaard is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise since 2019, previously spending 11 years at American Enterprise Investment Services Inc. 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 with written recommendation reports and ongoing advice, utilizing investment research and algorithmic tools within a selective enrollment framework.

Linnea Nielsen is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through written reports.

Cynthia Litwitz is a CFP®-certified financial advisor at Ameriprise with 27 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. Outside of financial advising, she owns and operates Blackrock Construction LLC, where she serves as a general contractor reviewing insurance estimates. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations through a centralized consulting team.

Darrell Peterson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise since 2017, including his current role since 2020, and previously worked at D.A. Davidson & Co. for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining firm investment research and algorithmic tools to provide written recommendations and ongoing advice.

Randy Groves is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Ameriprise Financial Services, Inc. since 2011, as well as prior experience at Waddell & Reed and TD Ameritrade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Massimo Lonetti is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and totaling four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Arc'teryx, The North Face, and the University of River-Falls. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Logan Urness is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at American Enterprise Investment Services, 3M, Gopher Angels, and SS&C Technologies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Kevin Jensen is a financial advisor with Ameriprise in Hugo, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Jensen owns and operates a woodworking business creating and selling handcrafted items, and he also performs contract work packing parachutes for a local skydiving facility. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain 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 advice and emphasizes the use of Ameriprise-managed accounts within its approach.

Scott Neubauer is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has previously worked with American Enterprise Investment Services INC. and Northwestern Mutual. Neubauer also has experience in business systems and pursued studies at the University of Northwestern - St. Paul. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with distinctive enrollment criteria and economic relationships influencing investment options.

Jordan Struthers is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2019, he worked at Uber and DaVita Dialysis Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory solutions delivered through a centralized consulting team and emphasizes the use of affiliated funds in its product offerings.