Mankato, MN Premier Dr Office

James Lewis is a CERTIFIED FINANCIAL PLANNER™ with 32 years of industry experience, currently advising clients at Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is a large institutional firm serving individuals, particularly those approaching or in retirement with significant investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Anthony James is a CFP®-certified financial advisor with 20 years of industry experience, currently with Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2006. Outside of advising, he is involved in several family and business-related holding companies and real estate ventures, including managing a vacation property jointly owned with family members. 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 recommendations and ongoing planning focused on retirement income, utilizing a collaborative, non-discretionary approach supported by proprietary investment research and third-party data.

Aaron Wurm is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory role, he held positions at Applebee’s Neighborhood Grill + Bar and J&B Group, and attended Minnesota State University, Mankato. Outside of his advisor role, he is involved with DTK Enterprises LLC in Austin, MN. 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 focused on dependable income and tax-aware withdrawal strategies.

Jared Hoscheit is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Cambria. He serves as board treasurer for NUMAS Haus, a transitional housing program in New Ulm that supports single mothers and children experiencing homelessness, where he oversees budgeting and financial reporting. 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 recommendations and ongoing advice. The firm integrates investment research and third-party data in its approach, with enrollment criteria that require minimum investable assets and incorporate assets managed within Ameriprise.

Melvin Soderlund is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Unemployment, Lindsay Windows Inc, and Minnesota State University, Mankato. He is also engaged in outside employment as an associate financial advisor with DTK Enterprises, assisting with advisor/client meetings and discretionary trades. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sandra Gieseke is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she is involved with DTK Enterprises LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.