Lapeer, MI Lake Nepessing Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,078 offices

Location

418 Lake Nepessing Rd

Lapeer MI 48446

Advisors at this office

2

Advisors at this office

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Maryann K

Series 66

Lapeer, MI

Ameriprise

Maryann Kiser is a financial advisor with Ameriprise in Lapeer, MI, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she owns and manages Maryann Kiser, INC, which supports her advisory business operations. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, using research-driven, tax-efficient strategies and algorithmic tools to deliver tailored retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew K

Series 66

Lapeer, MI

Ameriprise

Matthew Kiser is a Series 66-registered financial advisor with Ameriprise in Oak Park, MI, with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in music, recording and releasing his own work, and also performs improv comedy under contract for theaters and organizations. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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