Bismarck, ND Buckskin Ave Office

Alexis Heinle is a financial advisor with Ameriprise in Bismarck, ND, holding Series 63 and Series 65 credentials. Alexis has been in the industry since 2023, with prior experience at Farm Credit Services of Mandan, Legacy Financial Partners, Gate City Bank, and multiple roles at the University of North Dakota. 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, which provides ongoing, tax-aware withdrawal strategies and personalized recommendation reports.

John Lenarz is a CFP® with 26 years of industry experience, currently serving as an advisor at Ameriprise Financial Services. His prior work includes extensive roles at Wells Fargo Advisors and Kingsview Asset Management. Outside of his advisory practice, he is involved in managing agricultural partnerships and farmland operations, including activities related to grain sales and private equity investments. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that integrates written recommendation reports with tax-aware withdrawal strategies and asset allocation guidance. The firm’s retirement service is supported by centralized research and internal oversight, and it operates within a defined investment product ecosystem.

Michael Stein is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Ameriprise in Bismarck, ND, having previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities INC. Stein also manages an independent advisory business, LFP Consulting, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered in partnership with its financial advisors.

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 in Bismarck, ND. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2026. His prior work experience includes roles at Northwestern Mutual and various local businesses. He is also involved with LFP Consulting, LLC, where he works as a paraplanner. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and an algorithmic approach to retirement income planning.

Dylan Fleck is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and has held various roles outside finance, including positions at Texas Road House and West Fargo Public School. In addition to his advisory role, he is 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, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

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.

Debra Weisz is a financial advisor with Ameriprise in Bismarck, ND, holding a Series 66 designation and 25 years of industry experience. Her career includes long-term service at Investment Centers of America and Ameriprise Financial Services, Inc. She is also employed at LFP Consulting. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.