Stephen Haakinson is a CFP® professional with 28 years of experience in the financial services industry. He has been with Ameriprise since 2005, including his current role at Ameriprise since 2020. Haakinson is co-owner of SHCB, LLC, which supports his team’s business operations, and is involved with several LLCs that manage shared business expenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Bull is a financial advisor with Ameriprise in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise Financial Services since 2005. Outside of advisory work, he manages his own business, Bull Enterprises LLC, which supports his advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.

Curtis Bohn is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in umpiring baseball games and holds membership in several farm-related LLCs. 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, non-discretionary recommendations through a centralized consulting team.

Morris Friedman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been affiliated with Ameriprise Financial Services LLC since 1975 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Friedman is involved in managing Momentum Partners LLC, an entity related to his advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic automation alongside a centralized consulting team to deliver tailored retirement-income recommendations.