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Joseph M

Series 66

New Brighton, MN

Ameriprise

Joseph Mc Graw is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation. He has one year of industry experience and previously served in the United States Army for four years. Outside of his advisory role, he is involved with Gill Brothers Funeral Chapel. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, using a centralized team and proprietary analytical tools.

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

Series 63

New Brighton, MN

Ameriprise

Amy Twombly is a financial advisor with Ameriprise in Little Canada, MN, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she serves on the Board of Directors for the Hill-Murray Mother's Club and works as an independent travel advisor for Fora Travel. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specified asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

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

Series 63, Series 65

New Brighton, MN

Ameriprise

Shannon Mc Ginnis is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Ameriprise and its affiliates since 1996. 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 with written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing asset allocation, withdrawal strategies, and Social Security claiming options.

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

Series 66

New Brighton, MN

Ameriprise

James Granse is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameriprise since 2013 and is also self-employed as an organic inspector. Granse serves as the treasurer on the board of the Devin Smith Scholarship Foundation and volunteers as an election judge for Hennepin County. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling, tax-efficient strategies, and personalized recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Series 66

New Brighton, MN

Ameriprise

Jeremy Dobson is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is engaged as Treasurer on the Board of Directors for Boy Scouts of America Troop 9017 and conducts physical inspections of farms and processing facilities for organic food certification. He is also the CEO and owner of The Dobson Group, his advising business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to produce written Recommendation Reports and collaborates with advisors to implement non-discretionary retirement income solutions.

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

Series 66

New Brighton, MN

Ameriprise

Megan Lund is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and two years of industry experience. Her work background includes roles at Ameriprise since 2023 and prior experience at Bellagala, along with various positions in educational and senior living 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 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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Charles B

Series 66

New Brighton, MN

Ameriprise

Charles Braniff is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Braniff volunteers providing pro bono financial planning to cancer patients through the Angel Foundation's Financial Cancer Care Program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

CFP®, Series 63, Series 65

New Brighton, MN

Ameriprise

John Reamer is a CFP®-certified financial advisor with Ameriprise, based in Edina, MN, and has 38 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he co-owns and manages advisory business offices that house multiple advisor practices. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

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

Series 66

New Brighton, MN

Ameriprise

Jennica Hasbargen is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, Hasbargen serves as president of the Baudette Curling Club and is the owner and property manager of H&A Properties, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses 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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Samantha H

Series 65, Series 63

New Brighton, MN

Ameriprise

Samantha Huber is a financial advisor at Ameriprise in New Brighton, MN, with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Ameriprise and its affiliated entities since 2017, as well as John Reamer and Associates and the College of Saint Benedict earlier in her career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice emphasizing 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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