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Eliot Kairys

Advisor at Ameriprise

Updated today

Location

Golden, CO

Credentials

Series 66

Industry experience

16 years

About

Eliot Kairys is a financial advisor with Ameriprise in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

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

Golden, CO

Most active in

Colorado · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2008 - 2020 (12 years)

Disclosures

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

Business activities & affiliations

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Series 65, Series 66

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William Kowalski is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining The Millstone Evans Group in 2025, he worked seven years at Atomos Nuclear and Space Corporation and spent four years with The Millstone Evans Group of Raymond James & Associates. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm manages portfolios using a range of investment vehicles and incorporates fundamental, technical, and ESG analysis in its investment process.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies
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Westminster, CO

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General retirement planning Retirement income strategy
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Income planning General tax planning Options & derivatives strategies
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Derek W

CFP®, Series 63, Series 65

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General tax planning Wealth management Income planning Disability insurance
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Darren S

Series 66

Denver, CO

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Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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