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Chad B
CFP®, Series 66
Sioux Falls, SD
Ameriprise
Chad Belitz is a CFP® with 25 years of industry experience, currently serving at Ameriprise since 2018. His prior experience includes 18 years at Waddell & Reed, Inc. and entrepreneurial activities under Chad Belitz and Chad & Beth Belitz. He also owns BACC, LLC, which manages administrative functions unrelated to investment services. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored retirement recommendations through a centralized consulting team.
Nicholas F
Series 63, Series 65
Sioux Falls, SD
Ameriprise
Nicholas Foley is a financial advisor with Ameriprise in Sioux Falls, SD, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at DoorDash, Thurman, Comes, Foley & Co, LLP, and Elgethun Capital Management. Outside of his advisory duties, he works as a paraplanner and support advisor for Chad Belitz through BACC LLC, assisting with financial plan data entry and client servicing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.
Gregory L
Series 63, Series 65
Sioux Falls, SD
Ameriprise
Gregory Leuthold is a financial advisor with Ameriprise in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Leuthold serves on the Board of Directors for Ducks Unlimited and is involved with BACC LLC, providing financial planning support services. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
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