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Emil F

CFP®, ChFC®, Series 63, Series 66

Minnetonka, MN

Ameriprise

Emil Fleischauer is a financial advisor with Ameriprise in Victoria, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include leadership at Fleischauer Financial Management Inc. and tenure with Principal Life Insurance Company. Outside of advising, he is also an author. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

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

ChFC®, Series 63

Minnetonka, MN

Ameriprise

Reese Lang is a financial advisor with Ameriprise in Loretto, MN, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including nearly three decades with Ameriprise Financial Services, Inc. Outside of advising, Lang is involved in agricultural operations through Lang Farms and serves as president of the Wild Wings Sportsman's Club, a land conservation and sportsman's organization. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic and expert oversight in its retirement planning approach.

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

CFP®, ChFC®, Series 63

Minnetonka, MN

Ameriprise

Timothy Jirak is a CFP® and ChFC® with 30 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. 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 dependable income and tax-aware withdrawal strategies.

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

Series 66

Minnetonka, MN

Ameriprise

Sarah Houser is a Series 66-licensed financial advisor with Ameriprise in St Louis Park, MN, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a co-owner of Clear View Tax Solutions, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

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

Series 66

Minnetonka, MN

Ameriprise

Casey Phillips is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Casey was also involved with Phillips Enterprises LLC from 2016 to 2018. 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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Jacob W

Series 66

Minnetonka, MN

Ameriprise

Jacob Worthen is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 credential and five years of industry experience. Prior to joining Ameriprise, he worked at The Advocate Group, LLC for five years and held various roles at MML Investors Services, Mass Mutual, Trustone Financial, and Cliqstudios. 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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Carly N

Series 66

Minnetonka, MN

Ameriprise

Carly Neumann is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of her advisory role, she is a registered team member with BDLR Group, Inc., where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

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

Series 63

Minnetonka, MN

Ameriprise

Elizabeth Larson is a financial advisor with Ameriprise in Rockford, MN, holding a Series 63 designation and 15 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she is employed as a paraplanner and office manager for Lang, Hinz & Associates through Advisors Professional Services, Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools to generate tailored retirement income plans, primarily for clients with assets held in Ameriprise-managed accounts.

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

CFP®, ChFC®, Series 63

Minnetonka, MN

Ameriprise

Timothy Davisson is a financial advisor with Ameriprise in Minnetonka, MN. He holds the CFP®, ChFC®, and Series 63 designations and has 38 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

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

CFP®, Series 66

Minnetonka, MN

Ameriprise

Steven Brandt is a CFP®-designated financial advisor with Ameriprise, based in Independence, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of advising, he is involved in Brandt Farms, a family business producing firewood, eggs, and produce, and serves as Vice President on the Lions Volleyball Booster Board. He also participates in a leadership advisory group for CrossFit SISU. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise 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
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Jeremy S

CFP®, Series 63, Series 66

Minnetonka, MN

Ameriprise

Jeremy Schmidt is a CFP® professional with 23 years of experience in financial advising. He has worked at Ameriprise since 2024 and previously spent 16 years at Marks Group Wealth Management, Inc. and 13 years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice through a written Recommendation Report and emphasizes tax-aware withdrawal strategies and dependable income sources.

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

Series 66

Minnetonka, MN

Ameriprise

Jay Rothmeier is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. Outside of his advisory duties, he is involved with BDLR Group, Inc. as a registered team member managing an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 66

Minnetonka, MN

Ameriprise

Laura Logan is a Series 66-licensed financial advisor at Ameriprise with seven years of industry experience. She has previously worked at Securian Financial Services Inc., North Star Resource Group, and Epicure US, Inc. Outside of her advisory role, Laura is involved with BDLR Group, Inc., where she manages client requests and financial planning activities. 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 retirement-income planning advice based on ongoing analysis of tax-aware withdrawal strategies and dependable income sources.

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