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Cody K

Series 66

Shreveport, LA

Ameriprise

Cody King is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, King serves on the finance committee of Riverpark Church and is a board member of the Northwest Louisiana Chapter of the Fellowship of Christian Athletes. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. 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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Jared K

Series 66

Shreveport, LA

Ameriprise

Jared Kutz is a financial advisor with Ameriprise Financial Services in Shreveport, LA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2016, he operated Kutz Accounting Services Inc. for seven years. Outside of his advisory role, he manages Kutz Enterprises and continues involvement in accounting through Kutz Accounting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes collaborative, non-discretionary implementation supported by proprietary research and algorithmic tools.

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

Series 66

Shreveport, LA

Ameriprise

Maureen O'Neal is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. O'Neal serves as Chair and President of the Board for Robinson's Rescue and is a member of the Louisiana State University in Shreveport Business Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining 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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Christopher M

Series 66

Shreveport, LA

Ameriprise

Christopher Murphy is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and 16 years of industry experience. He has been with Ameriprise and its related entities since 2012. Murphy also manages an advisory business through Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies.

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

Series 66

Shreveport, LA

Ameriprise

Kyler Burns is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Bom Financial Services, Northwestern State University, and BOM Bank. Outside of his advisory role, Kyler operates a mobile floral boutique cart, Beka's Blooms, that serves events around North Louisiana. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized team to deliver non-discretionary, research-based retirement income recommendations.

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

Series 66

Shreveport, LA

Ameriprise

Michael Bacon is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Ameriprise since 2024 and previously held roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Regions Bank. He has also managed his own advisory business in collaboration with Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on detailed analysis and investment research.

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

Series 66

Shreveport, LA

Ameriprise

Dragan Matic is a financial advisor with Ameriprise Financial Services based in Shreveport, LA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including digital marketing management and paraplanning. Outside of advisory services, he is involved in digital marketing through his business ownership of MBM Commerce LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to deliver customized recommendation reports and ongoing advice.

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

Series 66

Shreveport, LA

Ameriprise

Nicholas Hammond is a financial advisor at Ameriprise with six years of industry experience. He has been with Ameriprise since 2018 and previously worked at Centenary College of Louisiana. He serves on the board of the Caddo Bossier Soccer Association and is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income 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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Jordon D

Series 66

Shreveport, LA

Ameriprise

Jordon Davisson is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously worked at Louisiana State University at Shreveport. Outside of his advisory role, he owns JKDavi LLC, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service with written recommendation reports and ongoing tax-aware retirement planning, using proprietary research and third-party data within a managed account framework.

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

CFP®, Series 66

Shreveport, LA

Ameriprise

Tanner Murphy is a CFP®-certified financial advisor with Ameriprise Financial Services, LLC, based in Shreveport, LA, and has 10 years of industry experience. He has been with Ameriprise since 2016. Murphy serves on the Board of Directors for the Boy Scouts of America and is a board member of the Shreveport Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning through tax-aware withdrawal strategies and dependable income sources.

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

Series 66

Shreveport, LA

Ameriprise

Sharon Martin is a Series 66-licensed financial advisor with Ameriprise in Haughton, LA, and has 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Martin is involved in managing an advisory business through Kevin L Murphy, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered through a centralized consulting team.

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

CFP®, Series 63

Shreveport, LA

Ameriprise

Kevin Murphy is a CFP®-certified financial advisor with Ameriprise in Shreveport, LA, bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership related to managing office expenses and practice acquisition activities. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, with a focus on clients meeting specified asset thresholds. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-supported strategies to deliver personalized, non-discretionary recommendations.

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

Series 63, Series 65

Shreveport, LA

Ameriprise

Gabriel Rodriguez is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2022. Outside of his advisory role, he serves as a high school soccer coach for the Caddo Parish School Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides 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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Anthony J

Series 66

Shreveport, LA

Ameriprise

Anthony Juneau is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he owns and operates tax preparation businesses in Shreveport, Louisiana. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, 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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