Boulder, CO Pearl St Office

Stewart Stothoff is a financial advisor with Ameriprise in Westminster, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he owns Montage Band, providing music entertainment for events such as weddings and private parties. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm delivers personalized, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a large institutional platform with a broad range of advisory, brokerage, and insurance solutions.

Daniel Schultz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2009. Outside of advising, he is a co-owner of Normark, LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through affiliated companies.

Nicholas Krenz is a financial advisor at Ameriprise with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Bank of Colorado. Outside of his advisory work, he is a co-owner of Normark, LLC, a business unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.

Nathaniel Gann is a financial advisor with Ameriprise in Superior, Colorado, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles including positions in catering and automotive sales. He serves on the Board of Directors for The Family Learning Center in Boulder, Colorado. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Harry Koplar is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011, including its affiliated entities. Koplar is also employed as a financial advisor for S.E. Water Tower Operational Support LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Zoe Whitmore is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise since 2012. She serves as an owner of S.E. Water Tower Operational Support, LLC, and is a board member of The Family Learning Center in Boulder, Colorado. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Karen Cobb is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at AXA Advisors, AXA Equitable, Karl Fisher, First Pres Boulder, and RM Bedell & Associates. In addition to her advisory work, she manages an advisory business as a paraplanner and practice manager at Normark LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with financial advisors and emphasizes the use of affiliated funds and algorithmic support in its approach.