Courtney Vander Plaats is a financial advisor with Ameriprise in Webster City, IA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise since 2015 and is a minority owner of FISH 2 O, a business established for shared operational infrastructure and expense management among team members. She is also co-owner of businesses involved in tax preparation and managing the Ameriprise business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation, while emphasizing Ameriprise-managed accounts and affiliated investment products.

Max Marshall is a financial advisor at Ameriprise in West Des Moines, IA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2020, he held various roles including associate financial advisor at The FISH20 Group, LLC. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Randy Herr is a CFP®-designated financial advisor with Ameriprise, based in Waukee, IA, and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he co-owns a tax preparation firm and is involved in managing a business entity that supports shared operational infrastructure and expense management for his advisory team. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Crowley is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Morgan Stanley Smith Barney LLC and RSM. Outside of his advisory role, he coaches high school basketball at Urbandale High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with clients’ financial advisors.

Brian Losh is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership, including co-ownership of a tax preparation firm and other local ventures. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendations. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kent Taylor is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Brandt is a financial advisor with Ameriprise in Webster City, IA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at Brick City Grill and Iowa State University. He serves on the Board of Directors for the West Des Moines Chamber of Commerce Young Professionals Committee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supporting a centralized consulting team that delivers algorithmically supported and customizable retirement planning advice.

Meredith Herr is a financial advisor with Ameriprise in West Des Moines, IA, holding Series 65 and Series 66 credentials and 29 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she supports THE FISH20 GROUP, LLC by handling administrative tasks and trade execution. 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 planning advice focused on retirement income, utilizing a collaborative, non-discretionary approach supported by internal research and third-party data.

Robin Marshall is a financial advisor with Ameriprise in West Des Moines, IA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as treasurer of The FISH20 GROUP LLC, where he helps maintain company books and provides financial planning advice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers tailored retirement income planning and ongoing advice based on detailed analysis and research.