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Amy C
Series 66
Reno, NV
Ameriprise
Amy Clemens is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise since 2018 and previously held positions with Waddell & Reed and various insurance carriers. Clemens serves on the Board of Directors and the Finance and Strategy committee for Carson Tahoe Hospital. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm utilizes a centralized team for retirement analysis and operates within a defined investment universe influenced by its affiliated product offerings.
Shayla P
Series 66
Reno, NV
Ameriprise
Shayla Palmer is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Outside of her advisory role, she is involved in real estate management through business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.
Eric M
Series 66
Reno, NV
Ameriprise
Eric Meyer is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2018, following roles with Scheels All Sports and the Reno Aces Baseball Club. Meyer also worked at the University of Nevada Reno for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.
Christopher M
CFP®, Series 66
Reno, NV
Ameriprise
Christopher Mulloy is a CFP® professional with 27 years of experience in financial advising, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 21 years. He holds ownership roles in MD Strategic Management, LLC, which manages tax treatment for his financial planning practice, and participates on the Board of Directors for the Reno Rodeo Association. Additionally, he serves as a Director Consultant for BNI Nevada, supporting local business networking chapters. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Christopher R
Series 66
Reno, NV
Ameriprise
Christopher Rosa is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at Walmart and in educational roles at the University of Nevada Reno and Damonte Ranch High School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm’s approach includes written recommendation reports, algorithmic automation with oversight, and a range of advisory, brokerage, and insurance solutions through affiliated companies.
Joseph B
Series 66
Reno, NV
Ameriprise
Joseph Bray Newcombe is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at US Bank and the University of Nevada Reno. Outside of his advisory work, he serves in the US Navy Reserves and volunteers with Veterans for All Voters and 3rd Decade, providing financial education and mentorship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.
Kenneth C
Series 66
Reno, NV
Ameriprise
Kenneth Charles is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. In addition to his advisory role, he is also associated with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Christopher S
Series 66
Reno, NV
Ameriprise
Christopher Scaduto is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Scaduto has ownership history in event services through Showdown Entertainment LLC and Vindeer LLC, though both businesses are primarily inactive. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
Kristin L
CFP®, Series 66
Reno, NV
Ameriprise
Kristin Lyman is a CFP®-certified financial advisor with Ameriprise in Reno, NV, bringing 24 years of industry experience. She previously worked 18 years at American Express Financial Advisors before joining Ameriprise in 2020. Outside of her advisory role, she has ownership in Oak Street Consulting LLC, a property management business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.
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