Minot, ND 31st Ave SW Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.

The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.

Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.

Based on Ameriprise

Expertise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

1111 31st Ave SW, Ste A

Minot ND 58701

Advisors at this office

5

Advisors at this office

user avatar

Alexis S

Series 66

Minot, ND

Ameriprise

Alexis Sortland is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, Alexis worked at State Farm and has experience as a self-employed professional. Outside of financial advising, Alexis serves on the Board of Directors for the Minot Area Council of the Arts and owns a musical entertainment business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Alan V

Series 63, Series 65

Minot, ND

Ameriprise

Alan Van Delinder is a financial advisor with Ameriprise in Minot, ND, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is a partner in LFP Consulting, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver recommendations and supports a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Shantal B

Series 63, Series 66

Minot, ND

Ameriprise

Shantal Borud is a financial advisor at Ameriprise in Minot, ND, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of advising, she is an operations specialist at LFP Consulting LLC, where she troubleshoots process questions and provides staff and advisor training. Ameriprise offers a retirement-income planning service aimed at 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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Brennan T

Series 66

Minot, ND

Ameriprise

Brennan Thompson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Alerus Financial and The Prudential Insurance Company of America. Outside of his advisory role, he is involved with LFP Consulting, LLC, a payroll and benefits entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its 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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Christine M

Series 63, Series 66

Minot, ND

Ameriprise

Christine Morey is a financial advisor with Ameriprise in Minot, North Dakota, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Integrity Funds Distributor, LLC, Gate City Bank, LPL Financial, and Ameriprise Financial Services before joining Ameriprise. She also serves as a Community Investment Advisor for the Minot Area Community Foundation, assisting with grant application reviews. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines algorithmic tools with advisor oversight and provides a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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