Baton Rouge, LA 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
Baton Rouge LA
Advisors at this office
3
Advisors at this office
Kristin L
Series 66
Baton Rouge, LA
Ameriprise
Kristin Le Blanc is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she is the owner of KPL Industries, LLC. Ameriprise offers retirement-income planning services designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.
Emily H
Series 63, Series 65
Baton Rouge, LA
Ameriprise
Emily Hamblin is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 designations and has prior roles at Alight Financial Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Her work history also includes managing small businesses in the food service industry. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients, offering a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm utilizes a centralized service team to deliver personalized, research-based retirement planning recommendations.
James E
Series 63
Baton Rouge, LA
Ameriprise
James Evans is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Evans serves on the finance committee of Jefferson United Methodist Church and participates in pension and health benefits oversight for the Louisiana Annual Conference of the Methodist Church. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools alongside professional oversight to generate personalized retirement income recommendations.
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