Minneapolis, MN S 7th St Office

Keean Benson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Craig-Hallum Capital Group, Bayview Capital Group LLC, U.S. Bank, United Health Group, and the University of Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team that collaborates with advisors, utilizing a combination of investment research, third-party data, and algorithmic tools.

Tiphanie Means is a financial advisor with Ameriprise in Ham Lake, MN, holding a Series 63 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary retirement advice through a centralized consulting team.

Sydney Jirak is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Ameriprise, Sydney worked at MML Investors Services, MassMutual, and Posh Jesmer, among other roles. Outside of advising, Sydney has been involved with Scannell LLC in a registered staff capacity. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 planning advice focused on income sources and tax-aware withdrawal strategies.

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Mark Joern is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2004. Outside of his advisory role, he is involved in business ownership through Mark Joern, LLC, and co-owns an Ameriprise franchise practice entity, Scannell LLC. 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 customized retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Amber Johnson is a CFP®-certified financial advisor with Ameriprise in Red Wing, MN, where she has worked since 2019. She has five years of industry experience, including four years at The Food Group prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Mattson is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He has worked at Ameriprise since 2021 and previously spent six years at Parametric. Outside of his advisory role, he teaches a finance course as an adjunct professor at the University of Minnesota. 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 sources and tax-aware withdrawal strategies.

Carly Fischbach is a financial advisor with Ameriprise in Victoria, MN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Luke Sopha is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has been with Ameriprise since 2026 and has prior experience at several organizations, including the University of Minnesota and Northern Lakes Capital. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Zachary Wilder is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at CIEE Barcelona, InformData, and the University of Wisconsin-Madison. 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 tax-aware retirement planning advice focused on dependable income sources.

Samuel De Sautel is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and multiple terms at Bethel University. Outside of his advisory work, he is a co-owner of DeSautel Properties LLC and is employed with Scannell LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning with written recommendation reports and annual updates focused on reliable income sources and tax-aware withdrawal strategies.

Jenna Binsfeld is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Ameriprise since 2017, as well as prior positions with the Minnesota Council of Churches and Lifeworks Services Inc. In addition to her advisory work, she serves as a financial planning analyst with Scannell LLC. 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 retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Dipali Amin is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Ameriprise since 2016. In addition to her role at Ameriprise, she manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which features a written Recommendation Report and ongoing tax-aware withdrawal strategies.

Daniel Polson is a CFP® professional with 17 years of experience in the financial services industry. He has been with Ameriprise since 2007 and currently operates out of Medina, MN. In addition to his role at Ameriprise, he is a co-owner of Minneapolis Wealth Advisors, LLC, and Scannell, LLC, both Ameriprise practice entities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.