Bismarck, ND Buckskin Ave Office

Alexis Heinle is a financial advisor at Ameriprise in Bismarck, ND, holding Series 63 and Series 65 licenses with less than one year of industry experience. Prior to Ameriprise, Alexis has held positions with Farm Credit Services of Mandan, Legacy Financial Partners, Gate City Bank, and has been involved with the University of North Dakota and Mandan Parks and Recreation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

John Lenarz is a CFP® with 26 years of industry experience and has been with Ameriprise since 2019. His prior experience includes roles at Wells Fargo Advisors and Kingsview Asset Management. Outside of advisory work, he manages farming operations and private equity investments through multiple family and partnership entities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a non-discretionary implementation approach, combining proprietary research and third-party data.

Seth Arenz is a financial advisor at Ameriprise with a Series 66 credential and approximately one year of experience at the firm. His background includes roles at Cypress Rail Solutions, Choice Bank, and various educational institutions including the University of North Dakota and Mandan schools. He has also been involved with Once Upon A Child for several years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers personalized retirement planning through a collaborative, non-discretionary approach using proprietary research and tools.

Michael Stein is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Ameriprise and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Stein also manages an independent consulting business, LFP Consulting, LLC, alongside his advisory role. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that includes detailed recommendation reports and ongoing tax-aware withdrawal strategies.

David Schlafman is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, Schlafman is involved in several real estate partnerships and serves as vice president on the board of NW Bismarck Holdings, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial 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 tailored retirement income plans, emphasizing assets held in Ameriprise-managed accounts.

Travis Dahl is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, Dahl serves on the Board of Directors for the Bismarck Mandan Chamber Local Issues Committee and the Ronald McDonald House Bismarck. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christian Walter is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at the USGS Northern Prairie Wildlife Research Center and River City Sport before joining Ameriprise Financial Services in 2018. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering detailed, non-discretionary recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Deborah Ryckman is a financial advisor with Ameriprise in Bismarck, ND, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Ameriprise since 2015 in various capacities. Outside of her advisory role, she is involved with LFP Consulting, LLC as a paraplanner. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with significant investable assets. Their approach includes detailed recommendation reports and combines research, modeling, and tax-efficiency strategies to assist clients approaching or in retirement.

Kyle Drovdal is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he held various roles across multiple industries including insurance, automotive, and education. He is also involved with LFP Consulting, LLC, a payroll and benefits consulting business outside of his advisory work. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes a centralized service team that collaborates with advisors, leveraging proprietary research and third-party data within an investment framework influenced by its affiliated product ecosystem.

Dylan Fleck is a financial advisor at Ameriprise in Bismarck, ND, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at Texas Road House and West Fargo Public School. He is also involved with LFP Consulting LLC, assisting advisors with daily workflow and client meetings. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Alexis Larson is a financial advisor at Ameriprise with nine years of industry experience. Prior to joining Ameriprise in 2024, Alexis worked at Edward Jones for seven years and at HopperZ Inc for four years. Outside of advising, Alexis is a co-owner of Evert Engineering LLC, a non-investment-related business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing assets held in Ameriprise Managed Accounts.

Jason Kirchmeier is a CFP® professional with 30 years of industry experience, currently affiliated with Ameriprise since 2005. His prior experience is solely within Ameriprise Financial Services. Outside of advising, he is involved in several business ventures including partnerships in real estate holdings and an independent insurance brokerage. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing tax-aware withdrawal strategies and income source recommendations.

Devin Melvie is a Series 66-credentialed financial advisor at Ameriprise Financial Services with eight years of industry experience. He has been with Ameriprise since 2017, having also worked at Clear Sky Capital Inc. outside of this firm. Melvie serves as District Treasurer and board member for Lions District 5NW in Bismarck, ND, and is involved with LFP Consulting, providing financial planning and investment management services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored, tax-aware withdrawal strategies based on thorough investment research and analysis.

Katherine Schulz is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Outside of her advisory role, she is involved with LFP Consulting as a paraplanner, assisting advisors with client forms and processes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and a combination of modeling and research to generate tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise managed accounts.

Sarah Rooney is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is employed by LFP Consulting, LLC, a non-investment-related business handling payroll and benefits. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets and offering detailed, research-based recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.