Brookfield, WI 325 N Corporate Dr Office

Tracy Dallen is a financial advisor with Ameriprise in Pewaukee, WI, holding a Series 63 designation and bringing 26 years of industry experience. Dallen has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, Dallen owns Vetric Enterprises, LLC, a holding company for sport horses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Jackson is a financial advisor with Ameriprise in Hartland, WI. He holds a Series 66 designation and has been with Ameriprise since 2023. Prior to his advisory role, he held positions in various industries including food service and landscaping, and attended the University of Wisconsin Whitewater. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Paul Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Based in Hartland, WI, Jackson focuses on serving clients through the firm’s institutional platform. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Christopher Napholz is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Ameriprise Financial Services, Inc. He also worked in the hospitality industry at Thunder Bay Grille and has experience at the University of Wisconsin. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides specialized retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Richard Dallen is a CFP® with 39 years of industry experience and is currently with Ameriprise in Pewaukee, WI. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for Happy Snout Ranch, LTD, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet certain asset thresholds, delivering written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide these services and offers a broad range of advisory, brokerage, and insurance solutions.

Jake Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Russell Zarling is a financial advisor with Ameriprise in Waukesha, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate Social Security strategies, tax-smart withdrawals, and asset analysis. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Rick Napholz is a CFP® with 43 years of industry experience, currently advising at Ameriprise in Brookfield, WI. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jeremy Bardon is a financial advisor with Ameriprise in Dousman, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.