Alexandria, MN Broadway St Office

Jeremy Symanietz is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Alexandria Congregation of Jehovah's Witnesses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 recommendations through a centralized consulting team.

Lacey Baumann is a financial advisor with Ameriprise in Garfield, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, Baumann is involved with Steidl-Benzinger LLC, where she works as a paraplanner and manages practice operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized planning through a centralized consulting team.

Justin Thoennes is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Ziegler from 2015 to 2020. Outside of his advisory role, he is involved in a non-investment related business based in Alexandria, Minnesota. Ameriprise Financial Services is a large advisory 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.

Katherine Kangas is a financial advisor with Ameriprise in Brandon, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Reilly Daugherty is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and one year of industry experience. His background includes roles at Bell Bank and several educational institutions. He has also worked at Thrifty White Pharmacy and contributed to community education through Chokio-Alberta Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to provide tailored recommendations focused on dependable income and tax-aware withdrawal strategies.

Victor Benzinger is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a partner at Steidl/Benzinger and serves as a speaker for the Minnesota Real Estate Association. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michelle Klimek is a financial advisor with Ameriprise in Brandon, MN, holding a Series 66 designation and providing advisory services since 2015. She has over 11 years of experience with the firm. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Joshua Tatge is a financial advisor with Ameriprise in Alexandria, Minnesota, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as chair of the Bethesda Lutheran Church Memorial and Foundation Committee and is a board member of Habitat for Humanity of Douglas County. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers personalized, research-based recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support retirement income strategies.