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Walker W
Series 63, Series 65
Richland, MI
Ameriprise
Walker Wynkoop is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wynkoop is based in Richland, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team that uses research and modeling to support tax-efficient withdrawal strategies and income planning.
David M
Series 66
Richland, MI
Ameriprise
David Mabis is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Tamarron Community Association, and Waddell & Reed Inc. He serves on the Board of Directors and is President of the Gull Lake Area Rotary Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver personalized retirement planning within its institutional framework.
Stacy C
Series 63, Series 66
Richland, MI
Ameriprise
Stacy Clark is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Clark serves as a trustee and fundraising chair on a nonprofit board in Richland, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
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