Medina, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,079 offices
Location
Medina MN
Advisors at this office
2
Advisors at this office
Kim H
ChFC®, Series 66
Medina, MN
Ameriprise
Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching 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 a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.
David M
Series 66, Series 63
Medina, MN
Ameriprise
David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. 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 a written Recommendation Report and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.
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