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Gary L

Series 66

Northfield, IL

Ameriprise

Gary London is a financial advisor with Ameriprise in Northfield, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, primarily to clients with Ameriprise-managed assets.

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

Series 66

Northfield, IL

Ameriprise

Donald Huff is a financial advisor with Ameriprise in Evanston, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Series 66

Northfield, IL

Ameriprise

Elizabeth Tucker is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2000. Outside of her advisory role, she is a licensed paraplanner assisting another Ameriprise advisor with trade placement, customer service, and practice organization projects. Ameriprise serves individuals approaching or in retirement, particularly those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis. The firm provides 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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Christine P

Series 63, Series 65

Northfield, IL

Ameriprise

Christine Pall is a financial advisor with Ameriprise in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. She has been with Ameriprise and its affiliate since 2014. She is also involved as a registered assistant to Chan Kang through CHK Group LTD, managing an advisory business. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, with an emphasis on Ameriprise-managed accounts and affiliated investment products.

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

CFP®, Series 66

Northfield, IL

Ameriprise

Chan Kang is a CFP® and holds a Series 66 license, serving as a financial advisor with Ameriprise in Lake Forest, IL, with 24 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002. Outside of his advisory role, Kang is the owner of CHK Group LTD, a business focused on expense management. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement, typically those with at least $1 million in investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Series 63, Series 65

Northfield, IL

Ameriprise

Philip Yun is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Inland Bank, and Woodbury Financial Services Inc. Yun is also the owner of Philip James Yun Inc., a business managing his Ameriprise practice. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. 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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