Agoura Hills, CA Agoura Rd 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
29899 Agoura Rd Ste 112
Agoura Hills CA 91301
Advisors at this office
4
Advisors at this office
Andrea R
Series 66
Agoura Hills, CA
Ameriprise
Andrea Roschke is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2011 and was previously a partner at SingerLewak LLP, a large CPA firm, where she was involved in tax preparation. Roschke also serves as a trustee in fiduciary activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support its clients’ retirement planning needs.
Nisha B
Series 66
Agoura Hills, CA
Ameriprise
Nisha Boyle is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at The Kryger Institute of Plastic Surgery and took time as a stay-at-home parent. She is also involved with CrimsonCardinal LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving 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 and tax-aware withdrawal strategies.
Ryan M
Series 66
Agoura Hills, CA
Ameriprise
Ryan Mcnicholas is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved with CrimsonCardinal LLC as a financial planning specialist and analyst. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets managed within Ameriprise accounts.
Matthew M
Series 66
Agoura Hills, CA
Ameriprise
Matthew Minick is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Lock, Stock & Barrel Investments for four years. His background also includes roles at Pivot Magazine, Hub101, and California Lutheran University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service provides a collaborative, written Recommendation Report supported by investment research and algorithmic tools.
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