West Des Moines, IA Westown Pkwy Office

Michael Franke is a financial advisor with Ameriprise in Waukee, IA, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is co-owner of B and E Farms LLC, a farming business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, 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 in a centralized consulting approach and provides a wide range of advisory, brokerage, and insurance solutions.

Richard Davis is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement 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 recommendations through a centralized consulting team.

Mindy Day is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. between 2019 and 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Danielle Snyder is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2023. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary investment research and algorithmic tools to develop personalized recommendations within a defined investment universe.

Anthony Zollman is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as president of Iowans for Adoption. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering tailored recommendation reports that incorporate income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and automated tools to support its advice, with a focus on Ameriprise-managed accounts and affiliated investment products.

Deniz Franke is a CFP®-credentialed financial advisor with Ameriprise, based in Waukee, IA, and has 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Trustees for the Boys and Girls Club of Iowa and has partial ownership in a tax preparation business. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a specialized retirement-income planning service for clients approaching or in retirement, combining research-driven modeling and tax-efficient strategies to support income planning.

Garrett Miller is a CFP®-designated financial advisor with Ameriprise in West Des Moines, Iowa, and has 12 years of industry experience. He previously worked at Cole Capital Corporation and Equity Fund Advisors before joining Ameriprise Financial Services in 2018. Miller owns G Reiman LLC, an entity supporting his advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Andrew Pick is a financial advisor with Ameriprise Financial Services, LLC in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2018 to 2020, and served in the United States Navy from 2016 to 2017. He is also the owner of Andrew M. Pick LLC. 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 with written Recommendation Reports and ongoing advice. The firm’s approach incorporates investment research, algorithmic tools, and partner product offerings with an emphasis on tax-aware withdrawal strategies and asset allocation.

Caleb Reiman is a financial advisor at Ameriprise in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Northwestern Mutual for one year and was a student from 2010 to 2024. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Jeffrey Miller is a financial advisor with Ameriprise Financial Services, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is involved in tax preparation and accounting through business ownership interests in related firms. 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 retirement income plans and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Bianca Rowland is a financial advisor with Ameriprise in West Des Moines, IA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. She has been with Ameriprise since 2011 and also has experience running her own LLC for business expense management. 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.

Jeffrey Franke is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise since 1996, serving in various capacities within the firm. Franke holds Series 63 and Series 65 designations and is involved in compliance supervision as a Registered Principal Delegate for another advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary research and third-party data within a non-discretionary implementation framework.

William Schmidt is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Schmidt consults for a hunting lodge that offers guided tours and rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored reports that include income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Donald Pick Jr. is a financial advisor with Ameriprise in Ankeny, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and utilizes algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.