Edina, MN 7601 France Ave S Ste 630 Office

Jenny Rasmussen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, MN. She has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Adrian Johnson is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise in Edina, MN. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Anthony Tsakakis Jr. is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Wells Fargo Clearing. Tsakakis has been with Ameriprise Financial Services LLC since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on delivering written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Richard Cassada is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved with BDLR Group Inc in a non-investment capacity. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic tools to support its advisory process.

Everett Bakke is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following an 11-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. In addition to his advisory role, Bakke is involved with BDLR Group, Inc. and serves as a registered team member of AFA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Devasia is a financial advisor at Ameriprise with designations including Series 65 and Series 63, and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at Equitable Advisors, LLC. He has also been involved with We Make Footballers and has a background associated with educational institutions such as the College of Saint Benedict and Saint John's University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Cheryl Larsen is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise Financial Services since 2021, following five years with Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cody Johnson is a financial advisor at Ameriprise in Minneapolis, MN, with 22 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he serves as a trustee on the board of St. Helena Catholic Church and manages a family LLC that oversees several rental real estate properties. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Michael Sturgis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing 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-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Megan Carlson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2017, previously working at Insight Global and The University of Arizona. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary analysis tools.

Nathan Rolek is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at firms including Equitable Advisors and AXA Advisors before joining Ameriprise in 2021. Outside of his advisory work, he serves on the Board of Directors for Jefferson High School Softball. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Erik Holmstrom is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at UBS Financial Services and Northwestern Mutual. Outside of his advisory role, he is a registered team member of BDLR Group, Inc., where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Paul Woolfrey is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Securities America, Cambridge Investment Research, and his own firm, Woolfrey Financial Consulting, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis in its approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.

Paul Notermann is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63, 65, and 66 designations and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. He serves on the Board of Directors for Rotary International in Burnsville, MN, where he is also Membership Chairperson. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.