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Clinton F

Series 63

Plymouth, MN

Ameriprise

Clinton Faust is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Faust serves on the Board of Regents for Oak Grove Lutheran School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

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

Series 65, Series 63

Plymouth, MN

Ameriprise

Eliot Searls is a financial advisor at Ameriprise in Plymouth, MN, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Cetera Wealth Services, North Star Resource Group, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research, third-party data, and internal committee oversight.

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

CFP®, Series 66

Plymouth, MN

Ameriprise

Aaron Petersen is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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