Columbia, SC 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
Columbia SC
Advisors at this office
3
Advisors at this office
Samuel H
Series 63, Series 65
Columbia, SC
Ameriprise
Samuel Head is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and Carolinas Wealth Management. Outside of his advisory role, he serves on multiple nonprofit boards and is involved in real estate development. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Matthew P
Series 63, Series 65
Columbia, SC
Ameriprise
Matthew Perry is a financial advisor with Ameriprise in Columbia, SC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Perry also owns Langdon & Perry Enterprises Inc., through which he manages his financial planning practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Douglas S
Series 63
Columbia, SC
Ameriprise
Douglas Sheorn is a financial advisor with Ameriprise in Columbia, South Carolina, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, he is involved in business ownership with Mackey Tract Partners LLC and DMS Farms LLC, which manage timber and personal-use property. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
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