Brunswick, OH 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
Brunswick OH
Advisors at this office
3
Advisors at this office
Nicholas R
Series 63, Series 65
Brunswick, OH
Ameriprise
Nicholas Rimac is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Huntington Investment Company, Equitable Advisors, and Key Investment Services. Prior to his advisory career, he spent four years at Brunswick Auto Mart. Ameriprise Financial Services is a large 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.
Phillip A
Series 66
Brunswick, OH
Ameriprise
Phillip Ameduri is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and LPL Financial LLC. Outside of his advisory role, he serves as a volunteer team member on the board and committee of a non-denominational, independent church. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.
Michael E
Series 66
Brunswick, OH
Ameriprise
Michael Erdelyi is a financial advisor with Ameriprise in Brunswick, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Outside of his advisory role, he serves as the Director of Flag Football for the St. Ambrose Athletic Boosters, supporting local youth football activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service with a focus on dependable income sources, tax-aware withdrawal strategies, and personalized retirement planning.
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