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Christina S

Series 66

Pensacola, FL

Ameriprise

Christina Straut is a financial advisor with Ameriprise in Pensacola, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is involved with Hub and Spoke Operational Support Services, LLC as a paraplanner. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

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

Series 66

Pensacola, FL

Ameriprise

Timothy Letsch is a financial advisor with Ameriprise in Gulf Breeze, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2024. Outside of his advisory role, he owns a business that buys and resells event tickets online. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

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

Series 66

Pensacola, FL

Ameriprise

William Wright is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

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

Series 63

Pensacola, FL

Ameriprise

Timothy Mclarty is a financial advisor with Ameriprise in Pensacola, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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