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Lucas B
Series 66
St. Peter, MN
Ameriprise
Lucas Bollum is a financial advisor with Ameriprise in Saint Peter, MN, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018, following seven years at Scheels All Sports. Outside of his advisory role, he is a co-owner and registered agent of an LLC established from a family estate settlement. Ameriprise serves clients with a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service designed for individuals with significant investable assets. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.
Casey W
Series 66
St. Peter, MN
Ameriprise
Casey Wussow is a financial advisor with Ameriprise in Kasota, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he has a family trust interest in agricultural land. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.
Mark B
Series 63
St. Peter, MN
Ameriprise
Mark Bollum is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in St. Peter, Minnesota. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.
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