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Rodney J

Series 66

Plymouth, IN

Ameriprise

Rodney Jacobs is a financial advisor with Ameriprise in Plymouth, Indiana, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of advising, Jacobs owns and operates Got Game LLC, a gaming store that offers a social environment for board and card games. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service aimed at clients nearing or in retirement, providing tailored retirement income planning through a centralized team that leverages proprietary research and third-party data.

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

Series 66

Plymouth, IN

Ameriprise

Douglas Gehrke is a financial advisor at Ameriprise in Plymouth, Indiana, with 12 years of industry experience and a Series 66 designation. He has been with Ameriprise and its affiliate since 2012. Gehrke serves on multiple local nonprofit and community organization boards, including the Plymouth Industrial Development Corporation, the Plymouth Rotary Club, and the Boys and Girls Club of Marshall County. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendations that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

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

Series 63, Series 66

Plymouth, IN

Ameriprise

Anson Harris is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America and Merrill from 2014 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

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