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Barbara Miller

Advisor at Ameriprise

Updated today

Location

Hot Springs, SD 57747-1661

Credentials

Series 63

Industry experience

44 years

About

Barbara Miller is a financial advisor at Ameriprise with 44 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in ranching with her husband and holds multiple community leadership positions, including president of Friends for Education and treasurer roles with local organizations in South Dakota. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored retirement advice.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

646 Jennings Ave, Ste 20, Simco Plaza

Hot Springs, SD 57747-1661

Most active in

South Dakota · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2005 - 2020 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lindsay L

CFP®, Series 66

Hot Springs, SD

Edward Jones

Lindsay Luper is a CFP® and holds a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Kahler Financial Group for eleven years. Outside of her financial advisory role, Lindsay co-owns and operates a beef cattle ranch in Provo, South Dakota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner Intergenerational Families
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Shane M

Series 66

Hot Springs, SD

Ameriprise

Shane Miller is a financial advisor at Ameriprise with 10 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Miller serves on the Edgemont School Board, acts as a deacon at Trinity Lutheran Church, provides flight instruction, and assists with ranching activities on the HU Ranch. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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