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Johanna K

Series 66

Prairieville, LA

Ameriprise

Johanna Kamerman is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is the owner and attorney at Kamerman Law Firm, PC. Ameriprise is a large institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency 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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Ray T

CFP®, Series 66

Prairieville, LA

Ameriprise

Ray Trosclair is a CFP®-designated financial advisor with Ameriprise in Baton Rouge, LA, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in coaching and mentoring another advisor and is connected to publishing through family-owned companies specializing in children’s books. Ameriprise provides a retirement-income planning service tailored for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

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

Series 63, Series 66

Prairieville, LA

Ameriprise

Jordan Trosclair is a financial advisor with Ameriprise in Prairieville, LA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Jefferson Quarters Homeowners Association and coaches baseball at the Louisiana Baseball Academy. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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