De Pere, WI 721 Main Ave Office

Christopher Kruck is a financial advisor with Ameriprise in Sturgeon Bay, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2013. Outside of his advisory role, he is involved in managing a real estate business through ownership of Door Peninsula Rental LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in collaboration with its financial advisors.

Brett Thom is a financial advisor with Ameriprise in De Pere, WI, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is the registered agent for Thom Northern Nest, LLC, an LLC related to condo ownership. Ameriprise is a large institutional firm offering 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 deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools overseen by specialized committees.

Maximilian Roth is a financial advisor at Ameriprise with 49 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 1977. Outside of advising, he serves on the board of directors for Woodside and participates in finance committees for local community organizations and a family business consulting on concession planning. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides annual financial planning and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Denny is a Series 66-licensed financial advisor with Ameriprise in Seymour, WI, with 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, 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 personalized, non-discretionary recommendations through a centralized consulting team.

Kelly Eichman is a financial advisor at Ameriprise with 21 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Eichman holds a Series 66 designation and is based in Neenah, WI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Kathleen Schmidt is a CFP® professional with 31 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a franchise owner involved with PLNR Group LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a research-driven, algorithm-supported approach to retirement income recommendations.