Austin, TX Morado Cir Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

10415 Morado Cir, Ste 2 100

Austin TX 78759

Advisors at this office

3

Advisors at this office

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Cody A

Series 66

Austin, TX

Ameriprise

Cody Amundson is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and three years of industry experience. Prior to Ameriprise, he worked at Eastman Meyler PC and held various positions in educational institutions. He is also an associate financial advisor at Montandon and Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Austin, TX

Ameriprise

Justin Montandon is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he owns Montandon Cattle Co., a cattle and livestock business, and is involved in operations management at Montandon And Associates. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering customized, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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

Series 63, Series 65

Austin, TX

Ameriprise

Randy Stewart is a financial advisor with Ameriprise based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Stewart serves on the Board of Directors for The Point at Rough Hollow, a community organization. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers 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
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