Ann Arbor, MI S Main St Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,145

Across 4,277 offices

Clients per advisor

104 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

1310 S Main St Ste 14

Ann Arbor MI 48104

Advisors at this office

10

Advisors at this office

user avatar

John R

Series 63, Series 65

Ann Arbor, MI

Ameriprise

John Rolfes is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at LPL Financial before joining Ameriprise in 2016. Outside of advising, he serves as a basketball official for the Michigan High School Athletic Association. 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 recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

Kevin D

Series 66

Ann Arbor, MI

Ameriprise

Kevin Darrow is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is associated with A2 Business LLC, which manages his practice’s payroll. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

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

Ryan A

Series 66

Ann Arbor, MI

Ameriprise

Ryan Anderson is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Outside of his advisory role, Anderson serves on the Board of Directors for Leo Flight Corporation and is a board member of the Stadium Commons Condo Association, in addition to owning and managing several business entities including A2 Business LLC and Clarity 9 Holdings, LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated and sub-advised investment options.

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

Leon C

Series 63

Ann Arbor, MI

Ameriprise

Leon Carter is a financial advisor with Ameriprise in Canton, MI, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1984. Outside of his advisory role, he is involved with A2 Business LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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

Brian S

CFP®, Series 63

Ann Arbor, MI

Ameriprise

Brian Sommer is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Ameriprise in Ann Arbor, MI. He has been with Ameriprise and its affiliated entities since 2005. Sommer also manages an advisory business through RNB Greenlight LLC. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

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

Ashley H

Series 65, Series 63

Ann Arbor, MI

Ameriprise

Ashley Hinson is a financial advisor at Ameriprise in Ann Arbor, MI, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior positions include roles at Alight Financial Solutions and First Citizen Investor Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

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

Richard H

Series 63, Series 66

Ann Arbor, MI

Ameriprise

Richard Hart is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. He is also involved in managing A2 Business LLC, a payroll service unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

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

Chad N

ChFC®, Series 63, Series 65

Ann Arbor, MI

Ameriprise

Chad Nyitray is a financial advisor at Ameriprise with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2020, he worked at Equitable Advisors and AXA Advisors for over two decades. He is also involved in independent insurance brokering, including fixed annuity and life insurance products. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. 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
user avatar

Amanda P

Series 66

Ann Arbor, MI

Ameriprise

Amanda Progar is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation. She has one year of experience in the industry, including previous work at First Midwest Advisors, LLC. Prior to her advisory roles, she was employed in educational and senior living settings. 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 tailored retirement income planning and ongoing advice based on proprietary research and third-party data.

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

Tricia K

Series 66, Series 65

Ann Arbor, MI

Ameriprise

Tricia Kaye is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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