Phillip Westemeier is a financial advisor with Ameriprise in Waterloo, IA, holding a Series 63 designation and 36 years of industry experience. He has worked at Ameriprise since 2005 and concurrently has a long-standing role at Kum & Go Kerr Mcgee since 1989. He has also been affiliated with the University of Northern Iowa since 1984. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Aaron Teare is a financial advisor at Ameriprise in Waterloo, IA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 12 years at GMAC Mortgage/Ocwen Financial Corporation. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.