Bellevue, WA 120th Ave NE 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

310 120th Ave NE Ste 101

Bellevue WA 98005

Advisors at this office

6

Advisors at this office

user avatar

Chelsea J

Series 63, Series 65, Series 66

Bellevue, WA

Ameriprise

Chelsea Johnson is a financial advisor at Ameriprise with 16 years of industry experience. She has held positions at Ameriprise since 2016, including her current role starting in 2019, and previously worked at the Washington State Auditor’s Office from 2017 to 2020. Outside of her advisory work, she is owner of Readermind Consulting LLC and serves as Chief Operations Officer of Thumper Enterprises LLC, managing operational and practice management responsibilities. 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 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

Alahna M

Series 66

Bellevue, WA

Ameriprise

Alahna Miranda is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017, with prior experience at Mountain America Federal Credit Union and Designer Shoe Warehouse. Outside of her advisory role, she serves as Vice President of the University of Utah Alumni Association’s Seattle Chapter and is a member of the Bridgehaven HOA Board. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Vincent S

Series 63, Series 66

Bellevue, WA

Ameriprise

Vincent Stanton is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Ameriprise since 2019. 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 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
user avatar

Dana F

Series 63, Series 65

Bellevue, WA

Ameriprise

Dana Ferrell is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he manages business operations and planning for Thumper Enterprises LLC and Attamood LLC, entities supporting his practice. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, specializing in retirement income planning through its Premier Retirement Income service. The firm provides clients with tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

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

Angel W

Series 66

Bellevue, WA

Ameriprise

Angel Woo is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at Ascent Capital Advisors Limited and spent several years at The Chinese University of Hong Kong. Outside of her advisory role, she has engaged in real estate ownership unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income recommendations.

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

David M

Series 63, Series 65

Bellevue, WA

Ameriprise

David Metz is a financial advisor at Ameriprise in Bellevue, WA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2005. Metz serves as Board Chair of Congo Peace, a nonprofit organization. Ameriprise is an institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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