Bellevue, NE S 42nd St. 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
11507 S 42nd St., Ste. 105
Bellevue NE 68123-6006
Advisors at this office
3
Advisors at this office
Miriam G
Series 66
Bellevue, NE
Ameriprise
Miriam Garcia is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She previously worked at Raymond James Financial Services and Fnbo, totaling eight years in the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.
John B
ChFC®, Series 63, Series 65
Bellevue, NE
Ameriprise
John Barrientos is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he worked at Raymond James Financial Services Advisors Inc. and First National Bank, among other roles. Barrientos also served on the Barrientos Scholarship Foundation for eight years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.
Hilda M
Series 66
Bellevue, NE
Ameriprise
Hilda Morales is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Security National Bank-Omaha for five years, as well as positions at Nelnet and Spartannash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers 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.
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