Portage, MI S Westnedge Ave Office

Blake De Butch is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Brian Dierks, Chris Arnone, Nathan Mahan, and Northwestern Mutual Investment Services LLC. Before entering the financial advisory field, he worked at Meijer for six years and served in the Village of Frankfort. 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, combining proprietary research and third-party data to provide tailored recommendations.

Victor Russo Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc from 2013 to 2026. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Adam Srmek is a financial advisor with Ameriprise Financial Services in Portage, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016 and maintains outside business activities including ownership of a YouTube channel, "Straight Talks on YouTube," and serving as a CFA Level 3 instructor for Cerifi, producing video lessons on exam content. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Christopher Merrill is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Fifth Third Securities for nine years. Merrill is involved in managing an advisory business through OKL LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Zachary Petty is a financial advisor with Ameriprise in Portage, MI, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with several firms, including Northwestern Mutual and Sharon Yoder, before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies within a defined investment universe.

Jason Erhardt is a financial advisor at Ameriprise in Portage, Michigan, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, he held various roles including positions at Lawrence Technological University, Cedar Point, Meijer, and local high schools. He is also involved in managing an advisory business through OKL, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Gregory Chimner is a financial advisor with Ameriprise in Portage, Michigan, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an independent advisory business through OKL LLC. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Eric Fitzwilliams is a financial advisor with Ameriprise in Portage, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Zhang Financial and True North Property Management. Fitzwilliams is also an associate financial advisor at OKL LLC, where he services his own clients and supports other associate advisors. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Shane Winkelmann is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments and PNC Bank. Outside of his advisory role, he is employed by OKL LLC, which pays the salaried portion of his compensation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, generally with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver non-discretionary retirement advice.

Brendan Lowry is a financial advisor with Ameriprise in Portage, MI, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Merrill and PNC Bank NA. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.