Aiken, SC 445 Silver Bluff 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
445 Silver Bluff Rd
Aiken SC 29803-7858
Advisors at this office
2
Advisors at this office
Gerry O
Series 66
Aiken, SC
Ameriprise
Gerry Owen is a financial advisor with Ameriprise in Aiken, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones and EDTS, LLC. He serves on the boards of several local organizations, including Children's Place, Inc. and the Aiken County Board of Registration and Elections, and is involved in accounting and finance functions for OWCRA, LLC. Ameriprise provides retirement-income planning services aimed at clients approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Jason C
CFP®, Series 66
Aiken, SC
Ameriprise
Jason Crane is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for 10 years. Outside of his advisory role, Crane serves on the boards of the Aiken County Historical Commission, USC Aiken School of Business Administration Business Advisory Council, and Aiken Regional Medical Center’s Board of Governors. He is also involved in local ministry and community organizations, including serving as chaplain for the Sons of the American Legion Squadron 26. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored, research-driven recommendations that integrate tax efficiency and Social Security strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized retirement-income consulting team.
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