Alexandria, LA Ansley Blvd Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,068 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

207 Ansley Blvd Ste A

Alexandria LA 71303

Advisors at this office

6

Advisors at this office

user avatar

Lori D

Series 63

Alexandria, LA

Ameriprise

Lori Decker is a financial advisor with Ameriprise in Alexandria, Louisiana, holding a Series 63 designation and 18 years of industry experience. She previously worked at LPL Financial for 11 years before joining Ameriprise in 2019. Outside of her advisory role, she serves on the board of directors for the YWCA. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

John F

Series 66

Alexandria, LA

Ameriprise

John Fream is a financial advisor with Ameriprise in Boyce, Louisiana, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Barstool Sports and Louisiana Tech University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, supported by a centralized retirement-income consulting team.

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

Jeffrey D

Series 63, Series 65

Alexandria, LA

Ameriprise

Jeffrey Draughon is a financial advisor with Ameriprise in Alexandria, Louisiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial from 2003 to 2019 before joining Ameriprise. Outside of his advisory role, he leads the men's ministry at Calvary Baptist Church, where he teaches a weekly course and is developing a ministry podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations, tax-smart strategies, and algorithmic support to produce tailored retirement income plans.

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

Crissy S

Series 66

Alexandria, LA

Ameriprise

Crissy Shirley is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following a decade at LPL Financial. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice.

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

Brian F

Series 66

Alexandria, LA

Ameriprise

Brian Flynn is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following six years at LPL Financial. Flynn serves on the Board of Directors for Diamond Youth Baseball of Alexandria, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on dependable income and tax-aware withdrawal strategies.

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

Michael U

Series 63, Series 65

Alexandria, LA

Ameriprise

Michael Upton is a financial advisor with Ameriprise in Alexandria, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise. Upton serves on several local boards, including the Better Business Bureau of Central Louisiana, the Alexandria Rotary Club, and the Louisiana Sports Hall of Fame Foundation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning for clients approaching or in retirement. The firm’s approach combines proprietary research and third-party data to guide asset allocation and withdrawal strategies within a defined investment universe.

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