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Michael W

CFP®, Series 63

Watertown, WI

Ameriprise

Michael Williams is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at their Watertown, WI office. Williams also serves on the Board of Directors for Buckets for Hunger in Oregon, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides 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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Benjamin H

Series 63

Watertown, WI

Ameriprise

Benjamin Hoppenrath is a financial advisor with Ameriprise in Lake Mills, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Finance for St. Paul's Church and School in Lake Mills and is an assistant volleyball coach at Lakeside Lutheran High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling with tax-efficient strategies to support client retirement goals.

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