Mark Zipfel is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and with 42 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 13 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service team, delivering customized recommendations with an emphasis on assets held in Ameriprise managed accounts.

Neil Zipfel is a financial advisor with Ameriprise in Worthington, Ohio, holding a Series 63 designation and over 21 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2005 to 2018 before joining Ameriprise Financial Services Inc., where he worked until 2020. Outside of advising, he is involved in real estate through ownership and management of commercial properties via a holding company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support planning, with an emphasis on assets held in Ameriprise-managed accounts.