Madison, WI Fourier Dr Office

Andrew Lochner is a financial advisor at Ameriprise in Madison, WI, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as a trustee for Veterans of Foreign War Post 1318, where he attends monthly meetings and audits financial transactions. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on those with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining Ameriprise-managed accounts.

Sean Wayne is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Wayne serves on the Board of Directors for the UW-Whitewater Foundation. Ameriprise provides retirement-income planning services tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Gant is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is a member of SEW Operations LLC, a pass-through business entity unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gavin Wishart is a financial advisor with Ameriprise in Madison, WI, holding a Series 66 designation. He began his advisory career in 2024 and previously worked at JPMorgan Chase & Co. and several other businesses. Outside of finance, his background includes roles at Paddle Pub Madison and educational institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Travis Heiser is a financial advisor with Ameriprise in Waunakee, WI, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, he serves on the Board of Directors for the Waunakee Rotary and is a member of SEW Operations LLC, a business he co-owns. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Thoemke is a financial advisor with Ameriprise in New Glarus, WI, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he serves on several village government subcommittees in New Glarus and is chairman of both the Community Development Authority and the Tree Board. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports in partnership with financial advisors.

Kristy Reed is a financial advisor with Ameriprise in Monona, WI, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in business ownership related to auto warranty insurance and commercial real estate. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Christopher Spaith is a financial advisor at Ameriprise in Madison, WI, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at firms including Empower Advisory Group, Madison Investments, and TIAA-CREF. Ameriprise Financial Services is a large, diversified 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 income sources and tax-aware withdrawal strategies.

Orsan Kharbush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Charles Jaskowiak is a financial advisor with Ameriprise in Madison, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves as president on the board of the Mount Olive Lutheran Church Foundation, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Mark Rufenacht is a financial advisor with Ameriprise in Verona, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cory Wright is a financial advisor with Ameriprise in Fitchburg, WI, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2018, with prior experience at U.S. Bancorp Investments. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports on income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and uses algorithmic automation under oversight to support client recommendations.

John Williams is a financial advisor with Ameriprise in Monroe, WI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Williams owns and operates a livestock farming business and serves on the board of the Mt. Horeb Lions Club. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to create customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Benjamin Heidemann is a financial advisor at Ameriprise in Madison, WI, holding Series 63 and Series 65 designations with 11 years of industry experience. He previously worked at firms including Retirement Income Strategies, eCIO, and Principal Global Investors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm combines proprietary research and third-party data to provide strategies on asset allocation, withdrawal approaches, and Social Security claiming options within a defined investment framework.

Brianna Gardner is a financial advisor with Ameriprise in Verona, WI, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Gardner.