Chicago, IL W Jackson Blvd Office

Andrew Phillippi is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Ameriprise since 2006. Phillippi is also involved in a non-investment-related business ownership in Chicago. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing, tax-aware retirement income planning.

John Stoken is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise in Chicago, IL. His prior roles include positions at IHT Wealth Management LLC, LPL Financial, JP Morgan Securities LLC, and Charles Schwab. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Emma Sebert is a Series 66–licensed financial advisor at Ameriprise in Chicago, IL, with two years of industry experience. Prior to joining Ameriprise, she held roles at Recreational Equipment Incorporated and the University of California Santa Barbara. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a notable emphasis on algorithmic automation and managed account holdings.

Cyrus Clausen is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he is involved with OKL LLC, where he receives a salaried portion of his compensation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering customized Recommendation Reports that incorporate income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, emphasizing managed accounts and algorithm-driven recommendations reviewed by a specialized team.

Stephen Ross is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked within Ameriprise Financial Services, Inc. from 2003 to 2020. Ross owns a sole proprietorship that manages variable compensation for advisors within his practice. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven models to deliver tailored retirement recommendations.

Bryce Blue is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Korhorn Financial Group and Keystone RV. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.