Boise, ID E Parkcenter Blvd Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 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

412 E Parkcenter Blvd, Suite 209

Boise ID 83706

Advisors at this office

5

Advisors at this office

user avatar

Kendra M

Series 66

Boise, ID

Ameriprise

Kendra Maclean is a financial advisor with Ameriprise Financial Services, LLC in Boise, ID, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise since 2014. Outside of her advisory role, she is involved with Lancer Erwin Support Services, Inc. as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which 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

Kobe H

Series 66

Boise, ID

Ameriprise

Kobe Hood is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including at Life University and Meyers Police K9 Training. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

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

Charles E

Series 63, Series 65

Boise, ID

Ameriprise

Charles Erwin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1995 and worked at Ameriprise Financial Services, Inc. for 14 years. Outside of advising, Erwin serves on the board of the Somerset Heights Homeowner’s Association and is president of Lancer Erwin Support Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with its financial advisors.

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

Jeri N

CFP®, Series 63, Series 65

Boise, ID

Ameriprise

Jeri Nutt is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2005 to 2020. Beyond her advisory role, she owns Nutt Enterprises, Inc., a mechanical and electrical repair business, and participates in peer review processes on the IWI Ethics Board. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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

Jeffrey M

Series 66

Boise, ID

Ameriprise

Jeffrey Mc Murdie is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities, and operates a separate service business, McMurdie & Associates, Inc. Ameriprise offers comprehensive retirement-income planning services focused on clients with significant investable assets, combining research-driven strategies and algorithmic tools to provide tailored, tax-efficient recommendations.

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