Springfield, MO S Ingram Mill Rd Office

Michael Bennitt is a financial advisor with Ameriprise in Nixa, Missouri, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at World Equity Group, Securities America, and Questar Asset Management. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized process that supports advisors with algorithmically generated, customizable retirement income plans.

Heather Taylor is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 recommendations and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Aubuchon is a CFP® professional with 20 years of industry experience. He is currently with Ameriprise Financial Services, LLC and has previous experience at Edward Jones and Lockton Companies. He serves on the boards of Springfield South Kiwanis and Springfield North Kiwanis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

William Garrison is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes 14 years at Morgan Stanley Smith Barney LLC before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation, tax-aware withdrawal strategies, and Social Security claiming options, supported by investment research and algorithmic tools within a defined investment universe.

David Luetkemeyer is a financial advisor with Ameriprise in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 12 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimberly Garrison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association from 2009 to 2022. Outside of her advisory role, she serves on the Board of Directors for the Springfield Public Schools Foundation and acts as a Disciplinary Hearing Officer for the Supreme Court of Missouri. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.