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Brandon W

Series 66

Owatonna, MN

Ameriprise

Brandon Wayne is a financial advisor with Ameriprise in Ellendale, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as a trustee on the board of the Owatonna Foundation and is involved with local community organizations and family farming operations. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized retirement recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Blaine J

Series 66

Owatonna, MN

Ameriprise

Blaine Johnson is a financial advisor with Ameriprise in Owatonna, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Martin Outdoor Innovations and Halla Construction and Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacob N

Series 66

Owatonna, MN

Ameriprise

Jacob Norrid is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., transitioning to Ameriprise Financial Services, LLC in 2020. Outside of his advisory role, he serves on the board of directors for Habitat for Humanity Steele and Waseca Area and participates in several community organizations, including Trinity Lutheran Church and Owatonna Gymnastic Boosters. He is also a live stream commentator for local high school swim meets. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed recommendation reports and ongoing advice, focusing on dependable income and tax-aware withdrawal strategies within a defined investment universe.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christina W

Series 63, Series 65

Owatonna, MN

Ameriprise

Christina Wetmore is a financial advisor with Ameriprise in Owatonna, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes prior roles at RBC Capital Markets and Ameriprise Financial Services, Inc. She serves on the Board of Directors for United Way of Steele County and is a past president of Owatonna Business Women. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, Ameriprise 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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