Stevens Point, WI 3241 A Business Park Dr Office

Austin Korger is a financial advisor with Ameriprise in Plover, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 10 years at JPMorgan Chase NA. Outside of his advisory role, he is an associate financial advisor at SAA, LLC, where he manages practice operations. Ameriprise offers a retirement-income planning service focused on individuals 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 to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Tracey Stalter is a financial advisor with Ameriprise in Rosholt, WI, holding CFP®, ChFC®, and Series 63 credentials and bringing 24 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves on the Board of Directors for the Community Foundation of Central Wisconsin and manages Maple Hills Golf & Restaurant LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Travis Rucinski is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and with 10 years of industry experience. He has been with Ameriprise since 2016 and also serves as an associate financial advisor at SAA LLC, where he manages practice operations. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative approach and a range of proprietary research and tools.

Michael Nerdahl is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Nerdahl serves as Treasurer on the Board of Directors for Amherst Youth Football and Cheer and is involved in succession management and practice growth through his membership in SAA, LLC. Ameriprise offers comprehensive retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Wolbers is a financial advisor with Ameriprise Financial Services who holds the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including positions at Transamerica Financial Advisors and Investment Advisors International, Inc. Wolbers also manages practice operations as an associate financial advisor outside of his primary role. 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 recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kim Angell is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is involved in local community organizations, including serving on the YMCA Foundation Board of Trustees and as president of the Pacelli Education Foundation Board of Trustees. Angell is also a member of several endowment committees and participates in succession management and practice growth through her involvement with SAA LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that utilizes research, modeling, and tax-efficiency analysis to generate tailored recommendations.