Missoula, MT Connery Way Office

Jeffrey Larson is a financial advisor with Ameriprise in Missoula, MT, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Larson serves on the board of Griz Kidz, hosts and consults for the organization, and is treasurer of the Mud Dawg Baseball Organization, Inc. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gregory Shadow is a financial advisor with Ameriprise in Missoula, MT, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Ameriprise since 2020, previously serving at Royal Alliance Associates and Edward Jones. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Josiah Nelson is a financial advisor with Ameriprise in Missoula, MT, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Nelson serves as treasurer and a silent partner for Medical Messengers, a hospital courier service in the Flathead Valley. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized team to provide non-discretionary, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawals, primarily for clients with assets managed within Ameriprise.

John Suseland is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, LLC since 2023. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Emerald Estates Homeowners Association in Missoula, MT. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Bradley Nordberg is a financial advisor with Ameriprise in Missoula, MT, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2001. Outside of his advisory role, he is involved in a business ownership entity for allocation of business expenses. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Jared Losing is a Certified Financial Planner™ (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm entity. Outside of his advisory role, he is involved in managing commercial real estate through ownership in multiple entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, written recommendations and ongoing planning advice focused on retirement income strategies, incorporating proprietary research and a defined investment framework.

Chester Morris is a financial advisor at Ameriprise with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role at Ameriprise since 2020, he was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory work, he owns a canoe instruction business in Florence, MT. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a centralized consulting team that uses research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.