Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance

Awards & recognition

  • Jeff Larson, Forbes Best-in-State Next-Generation Wealth Advisors, 2025
  • Josiah Nelson, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2024-2025
  • Granite Peak Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • Jared Losing, Barron's Top 1,200 Financial Advisors, 2016-2025
  • Jared Losing, Ameriprise Circle of Success, 2012-2024
  • Jared Losing, Forbes Best-in-State Wealth Advisors, 2018-2024

Community participation

Granite Peak Wealth Advisors - Community participation photo

2014-2025 Our team, along with family members and clients have made it an annual tradition of volunteering for the Montana Food Bank Network in Missoula for the Ameriprise National Day of Service

Honored to be recognized in Forbes

We’ve got some exciting news to share: Granite Peak Wealth Advisors has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. All of us at Granite Peak Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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