Jordan Shockley is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lumitas Wealth Strategies and Wells Fargo, as well as experience outside finance at Best Oil Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Luke Illgen is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023, with prior experience at various firms and roles outside the financial sector. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Joseph Falldin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020. Prior to that, he had roles at Cameron, A Schlumberger Company, OneSubsea, A Schlumberger Company, Altec Spray Equipment, and the University of Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on retirement income and tax-aware withdrawal strategies.

Abby Dority is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley from 2014 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.

John Mc Cormick is a financial advisor at Ameriprise with eight years of industry experience. He previously worked at Edward Jones for eight years and spent two years at KARE 11 TV. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and tax analysis to support client planning.

Chad Villagomez is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, he coaches high school golf and is involved in public speaking for a Bible study group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice supported by in-house investment research and third-party data.

Ireen Sommer is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. Outside of her advisory role, she serves on the Board of Directors for the Minnesota Hunter & Jumper Association and participates in its Membership and Year End Awards Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeremy Jackson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Thrivent Financial and Fred Alger & Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Jason Holt is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, Holt serves as the mayor of the City of Mound and operates a small business selling items on eBay. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports advisors in delivering tailored retirement advice.

Michael Walstien is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 18 years. Outside of his advisory role, he serves as an on-call firefighter for the Plymouth Fire Department. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Marston is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. Before joining Ameriprise, he worked at Stifel for 17 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

John Falldin is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliated entities, where he worked from 2002 to 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.