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Adam L

CFP®, Series 63

Stillwater, MN

Ameriprise

Adam Laberda is a CFP® credentialed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Stillwater, MN. His previous roles include positions at The Huntington Investment Company, Allianz Life Financial Services, and Cetera Advisor Networks. Outside of finance, Laberda operates Life in Place LLC, a carpet cleaning business serving residential and commercial clients. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice 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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Jonathan E

Series 66

Stillwater, MN

Ameriprise

Jonathan Ehresmann is a Series 66 licensed financial advisor with Ameriprise, based in Stillwater, MN, and has 11 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2024. Outside of his advisory role, Jonathan is active in music performance and teaching, performing with two bands and providing private guitar lessons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team and utilizes proprietary research and tools to tailor retirement income solutions.

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