Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Keean B

Series 63, Series 65

Minneapolis, MN

Ameriprise

Keean Benson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Craig-Hallum Capital Group, Bayview Capital Group LLC, U.S. Bank, United Health Group, and Rushford State Bank. He also has experience in an investment-related role with Scannell LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Tiphanie M

Series 63

Minneapolis, MN

Ameriprise

Tiphanie Means is a financial advisor with Ameriprise in Ham Lake, MN, holding a Series 63 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary retirement advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Sydney J

Series 63, Series 65

Minneapolis, MN

Ameriprise

Sydney Jirak is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise, Jirak worked at MML Investors Services, MassMutual, and Posh Jesmer. Outside of advisory work, Jirak has experience with Amboy Cottage Cafe and the University of St. Thomas. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Callie W

Series 66

Minneapolis, MN

Ameriprise

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. 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 planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Mark J

Series 66

Minneapolis, MN

Ameriprise

Mark Joern is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in business ownership through Mark Joern, LLC and serves as co-owner of Scannell LLC, an Ameriprise franchise practice entity, as well as president of Minneapolis Wealth Advisors, LLC. 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 deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Amber J

CFP®, Series 66

Minneapolis, MN

Ameriprise

Amber Johnson is a CFP®-certified financial advisor with Ameriprise in Red Wing, MN, where she has worked since 2019. She has five years of industry experience, including four years at The Food Group prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

David M

CFA®, Series 63

Minneapolis, MN

Ameriprise

David Mattson is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Ameriprise since 2021 and previously spent six years at Parametric. Outside of his advisory role, Mattson teaches a finance course as an adjunct professor at the University of Minnesota. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, leveraging algorithmic automation alongside advisor input.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Carly F

Series 66

Minneapolis, MN

Ameriprise

Carly Fischbach is a financial advisor with Ameriprise in Victoria, MN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Zachary W

Series 66

Minneapolis, MN

Ameriprise

Zachary Wilder is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at CIEE Barcelona, InformData, and the University of Wisconsin-Madison. 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 tax-aware retirement planning advice focused on dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Samuel D

Series 66

Minneapolis, MN

Ameriprise

Samuel De Sautel is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and multiple terms at Bethel University. Outside of his advisory work, he is a co-owner of DeSautel Properties LLC and is employed with Scannell LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning with written recommendation reports and annual updates focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Jenna B

Series 66

Minneapolis, MN

Ameriprise

Jenna Binsfeld is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Ameriprise since 2017, as well as prior positions with the Minnesota Council of Churches and Lifeworks Services Inc. In addition to her advisory work, she serves as a financial planning analyst with Scannell LLC. 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 through written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Dipali A

Series 63, Series 66

Minneapolis, MN

Ameriprise

Dipali Amin is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Ameriprise since 2016. In addition to her role at Ameriprise, she manages an advisory business at Heritage Wealth Advisors LLC. 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 features a written Recommendation Report and ongoing tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Daniel P

CFP®, Series 66

Minneapolis, MN

Ameriprise

Daniel Polson is a CFP® professional with 17 years of experience in the financial services industry. He has been with Ameriprise since 2007 and currently operates out of Medina, MN. In addition to his role at Ameriprise, he is a co-owner of Minneapolis Wealth Advisors, LLC, and Scannell, LLC, both Ameriprise practice entities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")