Bloomington, MN Normandale Lake Blvd Office

Matthew Kuplic is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Riddle and Bloom and teaching at the University of St. Thomas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored annual retirement-income planning advice based on proprietary research and third-party data. The firm’s approach includes asset allocation strategies and Social Security claiming guidance within a defined investment framework.

Nicole Ostlie is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2015. Outside of her advisory role, she is involved with Woelfle-Notman, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependability of income sources.

Scott Notman is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked three years at Jimmy John's. Notman is co-owner of Woelfle-Notman LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory 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 leverages investment research and algorithmic tools, with recommendations implemented non-discretionarily by clients or their advisors.

Amber Fagan is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014, including her current role since 2020. Ameriprise provides retirement-income planning services 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 recommendations through a centralized consulting team.

Daniel Kuplic is a CFP® professional with 30 years of experience in the financial services industry. He has been with Ameriprise since 1995, currently serving at their Fort Meyers, FL office. Outside of his advisory role, he is involved in business ownership related to managing his Ameriprise practice. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a specialized retirement-income planning service targeting clients with significant investable assets, utilizing research and modeling to deliver tailored, tax-efficient retirement strategies.