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Cameron B

Series 66

Topeka, KS

Ameriprise

Cameron Betz is a financial advisor at Ameriprise in Topeka, KS, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Woodland Park Apartments, Doordash, and Jimmy Johns. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research and modeling to deliver non-discretionary recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Topeka, KS

Ameriprise

Todd Orton is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise or its affiliate since 1999. Outside of his advisory role, he coaches middle school basketball for grades 6 through 8. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

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

CFP®, Series 63

Topeka, KS

Ameriprise

James Hanna is a CFP® with 31 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves on the finance committee for the Topeka Bible Church Endowment Fund and is a board member of the Christian Business Men's Connection (CBMC). Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 63, Series 65

Topeka, KS

Ameriprise

Calvin Warrem is a financial advisor with Ameriprise in Topeka, KS, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warrem serves on the Board of Directors for the 35th Division Association and the Kansas National Guard Museum. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary advice primarily for assets held in Ameriprise-managed accounts.

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