Ada, MI Fulton St E Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
6300 Fulton St E
Ada MI 49301-9038
Advisors at this office
4
Advisors at this office
Sylvia F
ChFC®, Series 63
Ada, MI
Ameriprise
Sylvia Frattallone is a financial advisor at Ameriprise with 32 years of industry experience and holds the ChFC® designation along with a Series 63 license. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she serves as treasurer for the Fulton Woods Corporate Park Association, a role involving management of the association’s financial accounts without compensation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement-income planning and written recommendation reports supported by proprietary research, focusing on tax-aware withdrawal strategies and dependable income sources.
Christopher V
Series 66
Ada, MI
Ameriprise
Christopher Van Eenennaam is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His work history includes roles at the CFA Institute and several banks from 2010 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.
Jeremy M
Series 66
Ada, MI
Ameriprise
Jeremy Moore is a Series 66-licensed financial advisor at Ameriprise in Byron Center, MI, with 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Katie H
Series 66
Ada, MI
Ameriprise
Katie Hoxsie is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
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