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Todd B

CFP®, Series 63

Athens, TX

Ameriprise

Todd Bloom is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he oversees a business entity that manages commercial real estate used to support financial planning practices. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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