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Jack B
Series 66
Moorhead, MN
Ameriprise
Jack Bixler is a financial advisor with Ameriprise in Moorhead, MN, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2018, including its affiliated entity Ameriprise Financial Services, and previously held roles at Symmetry Business Group of Family Heritage and CRU- Athletes in Action. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
William J
Series 63
Moorhead, MN
Ameriprise
William Janson is a financial advisor with Ameriprise in Fargo, ND, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has interests in commercial real estate ownership. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Maria W
Series 66
Moorhead, MN
Ameriprise
Maria Wingenbach is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. She previously worked for HighRoad Partners and has academic experience at North Dakota State University and Concordia College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.
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