Cedar Falls, IA Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,069 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

Cedar Falls IA

Advisors at this office

7

Advisors at this office

user avatar

Hunter B

CFP®, Series 66

Cedar Falls, IA

Ameriprise

Hunter Bell is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at LSB Capital Management, Lincoln Savings Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he is an assistant to the Vice President of a private aviation company, working remotely after business hours. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

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

Aaron S

Series 63

Cedar Falls, IA

Ameriprise

Aaron Sannes is a financial advisor with Ameriprise in Cedar Falls, IA, holding a Series 63 designation and over 35 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. He is a past president of the Blackhawk County Estate Planning Council and serves on the board of Western Home Communities. 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 through written reports and ongoing advice, utilizing a research-driven, tax-aware approach with a non-discretionary implementation model.

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

Nicholas B

Series 66

Cedar Falls, IA

Ameriprise

Nicholas Blasberg is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LSB Financial, and LSB Capital Management. Blasberg serves on the Board of Directors and the Investment Committee of the Community Foundation of Northeast Iowa. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

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

Colin E

CFP®, Series 66

Cedar Falls, IA

Ameriprise

Colin Egan is a financial advisor with Ameriprise in Cedar Falls, IA, holding CFP® and Series 66 designations and three years of industry experience. Prior to joining Ameriprise in 2023, he worked at Ruby Seven Studios and Heartify LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering 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

Todd J

Series 63, Series 66

Cedar Falls, IA

Ameriprise

Todd Johnson is a financial advisor with Ameriprise in Cedar Falls, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2017 and previously spent over 20 years at Johnson Financial Services and six years at Woodbury Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining significant assets in Ameriprise-managed accounts.

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

Mark M

CFP®, Series 63

Cedar Falls, IA

Ameriprise

Mark Mccombs is a financial advisor at Ameriprise with 30 years of industry experience and holds the CFP® and Series 63 designations. Before joining Ameriprise in 2024, he worked at LSB Capital Management, Inc., LPL Financial, and Lincoln Savings Bank. He serves on the board of the Cedar Bend Humane Society and teaches a Financial Literacy course at the University of Northern Iowa. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide tailored recommendations within a specialized product ecosystem.

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

Joshua K

CFP®, Series 63, Series 65

Cedar Falls, IA

Ameriprise

Joshua Katcher is a CFP® professional with 22 years of experience in the financial services industry, currently with Ameriprise since 2012. He holds Series 63 and Series 65 licenses and is based in Cedar Falls, Iowa. Outside of advising, he owns K and S Operations, LLC, an entity formed to manage operational and expense practices, and Joshua J. Katcher, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm 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.

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