Clermont, FL N Hancock Rd 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
1390 N Hancock Rd, Ste 102
Clermont FL 34711
Advisors at this office
3
Advisors at this office
Jarrod S
Series 65, Series 63
Clermont, FL
Ameriprise
Jarrod Shoemaker is a financial advisor with Ameriprise in Clermont, Florida, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Ameriprise since 2019. Outside of financial advising, he is a professional triathlete and coaches endurance athletes through his own Training Camp South business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that focuses on retirement-income planning using research-driven, tax-aware strategies.
Francine S
Series 66
Clermont, FL
Ameriprise
Francine Stessel is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at Ameriprise Financial Services LLC since 2024 and previously spent 14 years at Edward Jones. She is based in Clermont, FL. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies and offers a range of advisory, brokerage, and insurance solutions through affiliated companies.
Donald A
Series 63, Series 65, Series 66
Clermont, FL
Ameriprise
Donald Acosta is a financial advisor with Ameriprise in Montverde, FL, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Argent Trust and several SunTrust entities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies and managed account requirements.
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