Las Vegas, NV Griffith Peak Dr Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

14

Of 12,773 advisors across 4,086 offices

Location

10845 Griffith Peak Dr Ste 690

Las Vegas NV 89135

Advisors at this office

14

Advisors at this office

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Steven B

Series 63, Series 66

Las Vegas, NV

Ameriprise

Steven Brundage is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in music distribution and sells original songs. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

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

Steven C

Series 63, Series 65, Series 66

Las Vegas, NV

Ameriprise

Steven Cahoon is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

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

Series 66

Las Vegas, NV

Ameriprise

Tyler Whittier is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

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

Series 66, Series 65

Las Vegas, NV

Ameriprise

Brandon Lorain is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, he occasionally serves as a golf caddy at professional golf events and bartends at private events. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a dedicated Premier Retirement Income service that provides clients with written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Las Vegas, NV

Ameriprise

Brock Whiteman is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Moneytree Inc., La Cantera Resorts, and Dillard's, Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

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

Series 66

Las Vegas, NV

Ameriprise

Bridgette Chavis is a financial advisor at Ameriprise with eight years of industry experience and holds the Series 66 designation. She previously worked at Wells Fargo Clearing and Fidelity in various advisory roles. 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 clients approaching or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Las Vegas, NV

Ameriprise

Jason Swobe is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. He holds Series 63 and Series 65 credentials. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Las Vegas, NV

Ameriprise

Bryan Yeager is a financial advisor with Ameriprise based in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement who meet specific asset 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 support its recommendations, primarily for clients with assets managed within Ameriprise.

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

Series 63, Series 65, Series 66

Las Vegas, NV

Ameriprise

Gregory Adams is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2022. Adams serves as President of the Rotary of Downtown Las Vegas and is also an Adjutant for the American Legion Post 51 in North Las Vegas. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations as part of a broad range of advisory, brokerage, and insurance solutions.

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

Series 66

Las Vegas, NV

Ameriprise

Justin Cameron is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Stauer. His background includes a variety of roles outside finance, including positions in education and small business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm utilizes a centralized consulting team and algorithmic tools to provide tailored, tax-efficient income strategies within a broad range of advisory, brokerage, and insurance solutions.

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

Mark E

Series 63, Series 65

Las Vegas, NV

Ameriprise

Mark Erculei is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Jason G

Series 66

Las Vegas, NV

Ameriprise

Jason Garofalo is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. He is based in Post Falls, Idaho. Ameriprise offers 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 provide annual, written recommendation reports, supported by a centralized consulting team and algorithmic tools, while delivering a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Robert K

Series 63, Series 66

Las Vegas, NV

Ameriprise

Robert Keyes Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he owns RJK Asset Management, Inc. and is involved in independent insurance brokering with Penn Mutual. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, providing written recommendations focused on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering tailored advice through a centralized consulting team.

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

Nicole B

Series 66

Las Vegas, NV

Ameriprise

Nicole Buchanan is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Caesars Entertainment, Center For Sight, Tacos and Beer, and Wynn and Encore Resorts. 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 written recommendations and ongoing planning advice related to retirement income, emphasizing dependable income sources and tax-aware withdrawal strategies.

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