Brookfield, WI Bishops Ct. Office

Tyler Schaller is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and JPMorgan Chase Bank, N.A. Outside of his advisory work, he occasionally works as a driver for Lyft. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Paul Schuelke is a financial advisor at Ameriprise with 8 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Intrua Financial, LPL Financial, and Northwestern Mutual Wealth Management Company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Nelson Weine is a financial advisor with Ameriprise in Waterford, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. He serves on the Board of Directors of the Mound Zion Cemetery Association as a Nonvoting Emeritus Trustee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Bradley Olson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Oak Tree Financial Services. Olson is also a board member of the Salvation Army of Waukesha. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Wahl is a financial advisor at Ameriprise with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. He serves on the Board of Directors for Share the Gospel, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Gerald Schuelke is a financial advisor with Ameriprise in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include extensive tenure at Northwestern Mutual from 1991 to 2019 and work with LPL Financial and Freedom Wealth Alliance between 2019 and 2026. He also provides investment advisory services through Intrua Financial, an independent investment advisor firm he established in 2023. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning, asset allocation, and tax-aware withdrawal strategies. The firm uses proprietary research and third-party tools to develop non-discretionary recommendations within a defined investment universe influenced by its affiliated products and relationships.

Alfred Hickey is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Questar Asset Management prior to joining Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.