Get started with personalized financial advice

Most people with stock compensation don’t need more information - they need a repeatable way to make decisions when the numbers (and emotions) get loud.

To get started, I begin with a full-picture review of your cash flow, benefits, taxes, and equity compensation so decisions are made in context.

Next, we clarify what you’re optimizing for and pressure-test the tradeoffs with simple scenarios (liquidity needs, tax impact, and company-stock concentration).

You’ll receive a written plan with clear next steps and practical decision guidelines we will revisit regularly for future vests/bonuses.

Then we coordinate implementation across payroll elections, accounts and set proactive review points before major comp events and as life changes.

Ready to get dive in? Start your stock compensation planning here!

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

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If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

Kyler Nielsen, Financial Advisor, RiverBranch Wealth Advisors, Ameriprise Financial

I’m Kyler Nielsen, a CFP® professional who's passionate about helping high-earning professionals bring clarity to stock compensation, variable income, and complex financial decisions. I provide structured frameworks and personalized planning so clients can act with more clarity and confidence.


4. Meet with me

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, estimated costs and fees, and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.

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I look forward to hearing from you

For more than 130 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

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Connect with me

Kyler Nielsen may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.