Tharun Rao is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in healthcare and academic settings, including roles at the Native American Community Clinic and Hennepin Healthcare. 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. The firm integrates proprietary research and third-party data to deliver customized recommendations within a defined investment ecosystem.

Sam Abu Hassan is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Fidelity Investments and other companies across different sectors. 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, which provides ongoing advice based on comprehensive investment research and tax-aware withdrawal strategies.

David Bresler is a CFP® professional with 22 years of experience in financial advising. He has been with Ameriprise since 2005, working at both Ameriprise Financial Services, Inc. and Ameriprise in Minneapolis, MN. His credentials also include the Series 66 designation. 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 recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Samuel Bazil is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Your Boat Club and has a background that includes involvement with various soccer clubs and educational institutions. 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 research, third-party data, and proprietary tools to provide recommendations on asset allocation and withdrawal strategies.

Bronson Palmer is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Wings Credit Union, Huntington National Bank, United Natural Foods, Inc, and seven years at Lighthouse School. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm’s retirement income solutions incorporate proprietary research and third-party data, with enrollment criteria that include minimum investable assets and assets held at Ameriprise.

Nicholas Engh is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Twin Cities Inflatables, the City of Eden Prairie, and the University of Minnesota - Duluth. Ameriprise serves clients primarily through its retirement-income planning service, offering tailored recommendations for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and provides a broad range of advisory, brokerage, and insurance solutions.

Sandra Liebgott is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Her prior work includes roles at Ameriprise Financial Services LLC, Top5Technologies, Nike Inc., and the City of St. Paul. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored, non-discretionary recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis.

Alexander Riley is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 credential. He has been with Ameriprise since 2025 and has prior work experience in roles including at the University of Minnesota and the National Federation of Independent Business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service designed for clients nearing or in retirement. The firm’s retirement income planning provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Whalen is a financial advisor with Ameriprise in St Louis Park, MN, holding Series 63 and Series 65 credentials and ten years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team that partners with client advisors.

Kelsey Havel is a financial advisor at Ameriprise with three years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2021, Havel held various roles including financial planning analyst at Integrity Point LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Tyneka Jackson is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she held various roles in education and healthcare, including positions at Metropolitan State University and Ally Home HealthCare. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that utilizes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Fee is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. His work history includes roles at Ameriprise since 2022 and prior positions spanning various organizations including Green Hills Retirement Community and Fareway Stores 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 through written recommendation reports and ongoing annual advice.

Carter Stellmacher is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation. Prior to his advisory role, his background includes various positions in retail and service industries, as well as studies at 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Vinje is a financial advisor at Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Cardinal Financial, and Summit Mortgage. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Klyn is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at various firms including Keeling Wealth Advisors and the Nicholas Recreation Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and third-party data, with recommendations delivered through a centralized service team collaborating with financial advisors.

Anita Karnatz is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. 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 through written Recommendation Reports and ongoing guidance. The firm emphasizes tax-aware strategies and collaborates closely with clients and their advisors to implement non-discretionary recommendations.

Nathan Schweitzer is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he held positions with the Maine Mariners, Lake Superior State University, Fortis Academy, Colorado College, and Benilde St. Margaret's High School. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Caitlin Herbert is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2020. Prior to her current role, she held positions at Robert Half and Bemidji State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income program uses proprietary research and algorithmic tools and features restrictive enrollment criteria tied to investable assets held at Ameriprise.

Jack Anderson is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to that, he held roles at Huntington Bank, the University of St. Thomas, and in various other positions including at Pleasant View Golf Course and Dave and Busters. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, 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 with algorithmic automation overseen by a dedicated team to generate personalized retirement recommendations.

Scott Maasch is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 its approach and emphasizes the use of Ameriprise Managed Accounts alongside a range of advisory, brokerage, and insurance solutions.