Waukesha, WI E Moreland Blvd Office

Nicholas Clemence is a financial advisor with Ameriprise in Waukesha, WI, holding CFP®, Series 65, and Series 63 credentials and has 10 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a member of NLC Industries, LLC, which invested in a private placement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Sean Delaney is a financial advisor with Ameriprise in Waukesha, WI, holding Series 65 and Series 63 licenses and having nine years of industry experience. Prior to joining Ameriprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2024. He also spent time at Michigan Technological University between 2012 and 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm uses a centralized service team to produce written recommendation reports and collaborates with advisors to implement non-discretionary advice, drawing on proprietary research and third-party data.

Timothy Wachter is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he serves as Vice Chairman on the Board of Directors for the Franklin Economic Development Commission and owns Victory Creek Accounting LLC, a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Drew Schwartz is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with its financial advisors.

Nicolas Miselem is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Waukesha School District, and FedEx Express. Outside of his advisory role, he is a musician who writes, records, and mixes electronic music released on streaming platforms. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and annual advice focused on income stability and tax strategies.

Nathan Verbeten is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Pruco Securities and Prudential Insurance Company of America. Outside of finance, he was involved with RSVDQ Inc., affiliated with Dairy Queen, for ten years. Ameriprise provides retirement-income planning services focused on clients nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.