Bellevue, WA 11201 SE 8th St Office

Brock Brady is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Freeman Lundt, Cetera Advisor Networks, and Voya Financial Advisors. In addition to his advisory role, Brady serves as Director of Business Transition at Freeman Lundt, where he assists business owners in facilitating the sale of their businesses by coordinating deal teams and developing marketing strategies. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing comprehensive, model-driven recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Parent is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Advisor Networks LLC, as well as operating his own independent advisory business, Joseph Parent LLC. He serves on the Board of Directors for the Northgate Plaza Condos Home Owners Association and participates in the Bellevue Brain Trust business networking group. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that integrate research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Costarella is a financial advisor with Ameriprise in Issaquah, WA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Voya Financial Advisors from 2014 to 2018 before joining Ameriprise. Outside of his advisory role, he is president of Adam Costarella LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized, research-driven recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Andrew Norman is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Voya Financial Advisors and Weststar Financial Group. Outside of advising, he is involved in independent insurance brokering, owns a consulting business, co-owns a management firm for his Ameriprise practice, and serves on the advisory board of Global Racing Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kyle Putnam is a financial advisor with Ameriprise in Enumclaw, WA, holding a Series 66 designation. He has been with Ameriprise since 2025 and previously operated a massage therapy business for eight years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations through a centralized consulting team.

Adam Guzek is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Cetera Advisor Networks LLC, and operating Guzek Consulting. Outside of advisory work, he owns and manages Adam M. Guzek LLC and is involved in ecommerce and business development through Aqueduct LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.