St. Peter, MN Office

Lucas Bollum is a financial advisor with Ameriprise in Saint Peter, MN, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018, following seven years at Scheels All Sports. Outside of his advisory role, he is a co-owner and registered agent of an LLC established from a family estate settlement. Ameriprise serves clients with a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service designed for individuals with significant investable assets. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Casey Wussow is a financial advisor with Ameriprise in Kasota, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he has a family trust interest in agricultural land. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.