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Nicholas L
Series 66
Oconomowoc, WI
Ameriprise
Nicholas Lenski is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services INC, SII Investments, Inc, and BeneVest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.
John P
Series 63
Oconomowoc, WI
Ameriprise
John Poirier is a financial advisor at Ameriprise with 46 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Poirier serves on the board of the Alford H. Hermann Family Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to support its advisory process.
Robert B
Series 63, Series 66
Oconomowoc, WI
Ameriprise
Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.
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