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Richard C

Series 63

Battle Lake, MN

Ameriprise

Richard Condiff is a financial advisor with Ameriprise in Battle Lake, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he co-owns RJG Services Inc., a business focused on office support and administration. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, it offers 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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Peter S

Series 63, Series 65

Underwood, MN

Thrivent Investment Management

Peter Seltz is a financial advisor at Thrivent Investment Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. and PRINCIPAL Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account services through its WealthPlan program, while maintaining separate reviews and delivery of financial plans.

Business ownership considerations
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Mac Kenzie P

CFP®, Series 66

Battle Lake, MN

Edward Jones

Mac Kenzie Provost is a CFP®-designated financial advisor with Edward Jones, based in Battle Lake, MN, and has 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement withdrawal strategies Retired Founder/Business Owner Executive
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