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Jeffrey R

Series 63, Series 65

Salt Lake City, UT

Ameriprise

Jeffrey Rippon is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2009. Outside of financial advising, he manages an online retail business, SneakerHeads LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing planning advice. The firm’s retirement income solutions use proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Salt Lake City, UT

Ameriprise

Brady Beck is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Ameriprise, he worked at Land Rover Centerville and has held various roles within Ameriprise since 2017. Outside of his advisory work, he sells jewelry at a local artists market and assists part-time with framing and gallery duties at Brushworks Gallery in Salt Lake City. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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

Series 66

Salt Lake City, UT

Ameriprise

Brandyn Smith is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team and algorithmic automation to support tailored retirement income strategies.

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

Series 66, Series 63

Salt Lake City, UT

Ameriprise

Gordon Vetas is a financial advisor with Ameriprise Financial Services LLC, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Fidelity Investments and RBC Wealth Management, as well as entrepreneurial work in custom framing and gallery management. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 65, Series 63

Salt Lake City, UT

Ameriprise

Clinton Sampson is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at KeyBank and Chartway Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides customized retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 66

Salt Lake City, UT

Ameriprise

Samuel Vetas is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 42 years of industry experience. Prior to joining Ameriprise, he worked at RBC Capital Markets Corporation for ten years. He serves on the Board of Directors of the Utah Film Center. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Series 63, Series 65

Salt Lake City, UT

Ameriprise

Patrick Porter is a financial advisor at Ameriprise in Salt Lake City, UT, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets Corporation and Ameriprise Financial Advisors Inc. Outside of his advisory role, he serves on the Board of Directors and Finance Committee of the Catholic Foundation of Utah. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm 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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Wallace B

Series 63, Series 65

Salt Lake City, UT

Ameriprise

Wallace Beck Jr. is a financial advisor with Ameriprise Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at RBC Capital Markets for 13 years before joining Ameriprise in 2013. Outside of advisory work, he is part owner of a jewelry business with his son and has occasional involvement with an art gallery and framing shop. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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

Series 63, Series 65

Salt Lake City, UT

Ameriprise

Justin Jenkins is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has previously worked with Key Investment Services, KeyBank, and Wells Fargo in various advisory and investment roles. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Salt Lake City, UT

Ameriprise

Jacob Ritter is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones for five years and has been involved in business ownership outside of finance through Ritter Business Ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Salt Lake City, UT

Ameriprise

Bradley Miller is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Ameriprise in 2020. Miller is the founder and president of BTM Holdings, an S Corporation established in 2013 to manage his independent practice while at Wells Fargo Advisors, though the entity is now inactive. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm provides 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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Ronald M

Series 63, Series 65

Salt Lake City, UT

Ameriprise

Ronald Mason is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at RBC Capital Markets Corporation for 10 years. He is based in Bountiful, Utah. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-based recommendations that integrate tax-efficient withdrawal strategies and asset management within Ameriprise accounts.

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

Series 66

Salt Lake City, UT

Ameriprise

Brianne Aune is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She worked at RBC Capital Markets for 10 years before joining Ameriprise Financial Services, Inc., where she has been since 2019. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

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

CFP®, Series 63, Series 65

Salt Lake City, UT

Ameriprise

David Call is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies from 2012 to 2021. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to deliver these services, primarily focusing on assets held in Ameriprise-managed accounts.

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