New Port Richey, FL Main St Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,078 offices

Location

5701 Main St

New Port Richey FL 34652

Advisors at this office

2

Advisors at this office

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Shannon S

CFP®, Series 66

New Port Richey, FL

Ameriprise

Shannon Sipes is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Ameriprise since 2007, serving in her current role since 2020. Outside of her advisory work, she is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide non-discretionary, customized recommendation reports through a centralized consulting team.

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

CFP®, Series 63

New Port Richey, FL

Ameriprise

Rudolf Molnar is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, Molnar is involved in several business ventures including serving as CEO and managing director of Gulf2Bay Enterprises Inc. and engaging in aviation-related activities through other entities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver these services, alongside 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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