Reno, NV Kietzke Ln Office

Brandon Harris is a financial advisor with Ameriprise in Genoa, NV, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at Stifel Nicolaus for 13 years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Philip Eubank is a financial advisor with Ameriprise in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes long-term roles at Avantax Advisory Services and related entities, as well as positions at On Site Relocation Inc and Cetera. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement-income advice through a centralized consulting team.

Steven Nease is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He previously worked at Edward Jones and Dean Witter Reynolds Inc., with a combined tenure of over 20 years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations based on research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities, with a centralized team supporting the delivery of retirement-income recommendations.

Keith Davis is a financial advisor with Ameriprise Financial Services, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including prior roles at Merrill and RBC Capital Markets. His background spans over 30 years at major firms before joining Ameriprise in 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning through a centralized team using comprehensive investment research and algorithmic tools.

Donna Hyatt is a financial advisor with Ameriprise Financial Services in Reno, NV, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2017 to 2021, along with prior work in coaching and tax preparation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing internal research and third-party data within a defined investment framework.

Karen Vibe is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved as a musician with the Reno Phil and the Reno Chamber Orchestra. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Adam Jones is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in Reno, NV, and has previously worked at Wells Fargo Clearing, LPL Financial, CUNA Mutual Group, Nevada State Bank, Bank of America, and Merrill. 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 clients approaching or in retirement with a written recommendation report and ongoing annual retirement-income planning advice.

James Motteler is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he has business ownership interests in a consulting venture unrelated to investment activities. Ameriprise Financial Services is a large, diversified 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.

Daniel Peters is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked at Ameriprise since 2019 and previously spent nine years at Stifel Nicolaus & Co. Inc. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Santos is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Bank of America and Merrill. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver personalized, non-discretionary retirement income advice.