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Julian J

Series 66

Minneapolis, MN

Ameriprise

Julian Johnson is a financial advisor with Ameriprise in Plymouth, MN. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Ameriprise, he worked at Banker's Life and has experience in the heating and air industry as well as education. Ameriprise provides a retirement-income planning service primarily for individuals with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm offers 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
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Chase H

Series 63, Series 66

Minneapolis, MN

Ameriprise

Chase Harper is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and having two years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for four years and has experience in the hospitality industry, including roles at Bricks Kitchen & Pub and Sundays Off Pools Inc. 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 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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Isaiah R

Series 66

Minneapolis, MN

Ameriprise

Isaiah Read is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Riversource Distributors, Inc. and various positions outside the financial sector. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

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

Series 66

Minneapolis, MN

Ameriprise

Brayton Foster is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Abbvie, Shelter For Life International, and the University of Minnesota - Twin Cities. He also has entrepreneurial experience with Lakes Ice Cream, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

Series 66

Minneapolis, MN

Ameriprise

Ashley Duran Morales is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Morales worked at American Family Insurance and has experience in various roles including education and hospitality. 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 advice through a comprehensive Recommendation Report and ongoing support.

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

Series 66

Minneapolis, MN

Ameriprise

Brittney Willaert is a financial advisor at Ameriprise in St. Paul, MN, holding a Series 66 designation with six years of industry experience. She has worked at Ameriprise since 2019 and was previously employed at Finish Line for five years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 63

Minneapolis, MN

Ameriprise

Garrett Oneill is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is involved in a wedding DJ business through StCloudDJ.com. Ameriprise offers retirement-income planning services targeted at individuals with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers 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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Michael G

Series 66

Minneapolis, MN

Ameriprise

Michael Gontarek is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked for Shane Company for seven years. 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 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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Franklin T

Series 66

Minneapolis, MN

Ameriprise

Franklin Tomczik is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at the University of St. Thomas and Les Voyageurs Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual 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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Jackson W

Series 66

Minneapolis, MN

Ameriprise

Jackson Welsh is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he held roles at Sub-Zero Group, Inc and various positions related to education and recreational facility management. 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, including 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 W

Series 63, Series 65

Minneapolis, MN

Ameriprise

Sarah Watson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Ameriprise since 2017, including its affiliated entities, and previously worked at American Enterprise Investment Services Inc. from 2014 to 2017. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering 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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Cooper K

Series 66

Minneapolis, MN

Ameriprise

Cooper Klaers is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Premier Bank Minnesota and has held various roles including consultant for Orr Hockey, where he scouts and evaluates hockey talent in the Minnesota area. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing written recommendation reports that integrate research, modeling, and tax-efficiency analysis to support income planning. The firm delivers these services through a centralized consulting team that partners with financial advisors to produce tailored, non-discretionary advice.

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

Series 66

Minneapolis, MN

Ameriprise

Olivia Edstrom is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. She has been with Ameriprise since 2025. Outside of her advisory role, she has been involved with Sea Salt Eatery and Prairie Restoration Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that includes written recommendations and ongoing planning 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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Raymond F

Series 63

Minneapolis, MN

Ameriprise

Raymond Farah is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves on the Finance Committee of the Lebanon American Mens Club, which manages funds for social and charitable activities. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and automated processes overseen by a Retirement Income Oversight Committee.

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

Series 66

Minneapolis, MN

Ameriprise

Tyler Marceau is a financial advisor at Ameriprise in Minneapolis, MN, with five years of industry experience and a Series 66 designation. His work history includes roles at Ameriprise since 2021 and prior experience with Iowa State University, Iowa Wild, and other organizations. Ameriprise Financial Services is a large, diversified 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. The firm employs a centralized service team and uses a range of investment research and algorithmic tools to guide asset allocation and withdrawal strategies.

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

Series 63, Series 65

Minneapolis, MN

Ameriprise

Gavin Arntzen is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and one year of industry experience. Before joining Ameriprise, he held various roles across retail and service industries, including positions at Slumberland Furniture, Best Buy, and Mohawk Moving and Storage. Outside of his advisory work, he volunteers with the Forest Lake Area Athletic Association, performing field maintenance tasks. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Minneapolis, MN

Ameriprise

Thomas Taylor is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at the St Louis County Public Health Department and held positions at the University of Missouri and Lafayette High School. Outside of his advisory role, he has ownership in a wholesale and fix-and-flip real estate business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers 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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Braden M

Series 66

Minneapolis, MN

Ameriprise

Braden Mc Ilvain is a financial advisor with Ameriprise in Circle Pines, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Owenhouse Ace Hardware and CHS. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations. The firm serves a broad client base through a 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
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Luke R

Series 66

Minneapolis, MN

Ameriprise

Luke Reifenberger is a financial advisor with Ameriprise in Hastings, MN, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked at various firms including Ameriprise Financial Services, LLC and Ameriprise Financial. He is also co-owner of an ecommerce business, Consistency Brothers, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored written Recommendation Reports that include income strategies, Social Security options, and tax-smart withdrawal plans. The firm combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation overseen by a dedicated committee.

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

Series 66

Minneapolis, MN

Ameriprise

Bradley Gilbertson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. He serves as a Second Lieutenant in the Minnesota Army National Guard, leading platoon-size units. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tax-aware retirement planning and income strategies through a collaborative, non-discretionary approach.

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