Marshfield, WI S. Oak Ave Office

Brandon Meyer is a financial advisor with Ameriprise in Marshfield, WI, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2017, with prior experience at The Boson Company and the United States Soccer Association. Outside of advising, Meyer serves on the Marshfield Community Advisory Board and the United Way board, and he manages Generation Partners LLC, a business focused on succession planning and the operations of his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools to tailor retirement income strategies.

Tammy Schmidt is a financial advisor at Ameriprise in Marshfield, WI, holding Series 63 and Series 66 designations with two years of industry experience. Her prior work includes roles at US Bank and JT Homes & Properties. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 in a centralized consulting approach, serving clients through advisory, brokerage, and insurance solutions.

Kaylob Croston is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2020. Outside of his advisory role, he is employed by Generation Partners LLC, managing an advisory business. 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 retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Tania Meyer is a CFP®-certified financial advisor with Ameriprise, based in Marshfield, WI, and has 33 years of industry experience. She has been with Ameriprise since 2005, including six years with the current Ameriprise entity. In addition to her advisory role, she manages the day-to-day operations of her team through a business focused on succession planning and the retention of her financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

David Meyer is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he co-owns a real estate business with his wife and is involved in the management and operational aspects of a payroll company supporting his financial planning practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide ongoing, tax-aware retirement advice through a collaborative, non-discretionary approach.

Courtney Meyer is a financial advisor with Ameriprise in Marshfield, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Marshfield High School from 2015 to 2020. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a centralized consulting team and emphasizes managed accounts and algorithmic automation in its advisory approach.