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Nicholas M

Series 66

St Louis Park, MN

Ameriprise

Nicholas Mlsna is a financial advisor at Ameriprise in Hopkins, MN, holding a Series 66 designation with six years of industry experience. He has been with Ameriprise since 2019, including time at Ameriprise Financial Services, Inc., and prior roles outside the industry while completing his studies at the University of Wisconsin-Eau Claire. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations focused on income sources, Social Security options, and withdrawal strategies.

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