Tulsa, OK E 68th St Office

Daniel Bickerstaff is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Tulsa, OK since 2020. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Lapis Enterprises of Oklahoma Inc., the legal entity for his Ameriprise team practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports and a wide range of advisory, brokerage, and insurance solutions.

Blake Johnson is a financial advisor with Ameriprise in Tulsa, Oklahoma, holding a Series 66 designation and 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years from 2001 to 2020. Outside of his advisory role, Johnson is also an attorney and co-owner of a real estate business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Sturm is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at several firms, including Allstate Financial Services and Penn Mutual Life Insurance Company, before joining Ameriprise in 2018. He serves on the board of directors and acts as treasurer for Lewis Park Townhomes, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team and investment research to provide non-discretionary, tax-aware retirement income recommendations within a product ecosystem that includes affiliated sub-advisers and managed accounts.

Thomas Hunt is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.