Brookings, SD 4th St Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,073 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

309 4th St

Brookings SD 57006-1919

Advisors at this office

4

Advisors at this office

user avatar

Bradley N

CFP®, Series 63

Brookings, SD

Ameriprise

Bradley Ness is a CFP® with 37 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he works as an associate financial advisor with LFP Consulting, LLC and also monitors the closing of a community swimming pool in the evenings. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, annual recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Pattie W

Series 66

Brookings, SD

Ameriprise

Pattie Wilber is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Ameriprise since 2015 and served on the Board of Directors and as Treasurer for Peace Lutheran School. Wilber also teaches group fitness classes outside of her advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

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

Kendra J

Series 66

Brookings, SD

Ameriprise

Kendra Johnson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Hy-Vee and South Dakota State University. Outside of her advisory role, she is involved with LFP Consulting, where she completes comprehensive financial plans for advisors and provides payroll benefits services. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

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

Robyn J

CFP®, Series 66

Brookings, SD

Ameriprise

Robyn Jensen is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for nine years. Jensen is involved with the Junior Achievement of Brookings County as a board member and serves on the South Dakota State University Consumer Affairs Advisory Council. Ameriprise is an institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service focused on clients approaching or in retirement, combining research-driven recommendations and tax-efficient strategies typically for individuals with significant investable assets.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)