Billings, MT S 24th St W 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
993 S 24th St W, Ste D
Billings MT 59102
Advisors at this office
5
Advisors at this office
Kenneth K
CFP®, Series 63, Series 65
Billings, MT
Ameriprise
Kenneth Kallem is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1998 to 2020. Outside of his advisory role, he is involved in managing Prairie Springs Group, LLC, which handles team-related administrative expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.
Ryan K
Series 66
Billings, MT
Ameriprise
Ryan Kallem is a financial advisor at Ameriprise in Billings, MT, holding a Series 66 designation with two years of industry experience. He has been with Ameriprise since 2018 and previously worked for the Laurel School District from 2006 to 2018. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses a combination of research, modeling, and algorithmic automation to generate tailored retirement income recommendations.
Alexander B
CFP®, Series 66
Billings, MT
Ameriprise
Alexander Beierwaltes is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked for five years. He holds a Series 66 license and has four years of industry experience. Prior to Ameriprise, he worked at Yellowstone Country Club and Seven Sushi. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support focused on income sources and tax-aware withdrawal strategies.
Christopher B
CFP®, Series 63
Billings, MT
Ameriprise
Christopher Beierwaltes is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in Billings, MT. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member advisor of Prairie Springs Group, LLC, an entity used to manage team-related expenses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, supported by a centralized retirement-income consulting team.
Shawn H
Series 66
Billings, MT
Ameriprise
Shawn Hackmann is a financial advisor with Ameriprise in Laurel, MT, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hackmann serves as a golf coach at Laurel High School. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.
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