Columbus, OH Bethel Rd Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,128

Across 4,275 offices

Clients per advisor

105 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

1600 Bethel Rd

Columbus OH 43220-2008

Advisors at this office

9

Advisors at this office

user avatar

John M

Series 63, Series 65, Series 66

Columbus, OH

Ameriprise

John Mulichak is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior firms include The Huntington Investment Company, The Huntington National Bank, Key Investment Services, and PNC Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and ongoing annual 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
user avatar

Derek S

Series 66

Columbus, OH

Ameriprise

Derek Smith is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Huntington Investment Company, Chase Investment Services Corp., Firstmerit Advisors, Inc., and Invest Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice. The firm’s retirement service utilizes proprietary research, third-party data, and algorithmic tools, with implementation led by clients or their advisors within a framework that includes specific enrollment criteria and affiliated investment options.

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

Massimo G

Series 63, Series 66

Columbus, OH

Ameriprise

Massimo Giuliani is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses. He began his career in the financial industry in 2024, with prior roles at New York Life, NYLIFE Securities LLC, and The Huntington Investment Company. Giuliani’s background also includes time as a student at Ohio State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawals.

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

Heather G

Series 63, Series 66

Columbus, OH

Ameriprise

Heather Gardner is a financial advisor at Ameriprise in Columbus, Ohio, with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory work, she provides elder care for her disabled mother. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

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

Scott H

Series 63, Series 65

Columbus, OH

Ameriprise

Scott Hanadel is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and FBL Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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
user avatar

Brett E

Series 63, Series 66

Columbus, OH

Ameriprise

Brett Eversole is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. His background includes roles at Huntington National Bank and JP Morgan Securities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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

Michael D

Series 63, Series 66

Columbus, OH

Ameriprise

Michael Dent is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank in various roles from 2013 to 2026. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes in-depth analysis and ongoing advice focused on income stability and tax-aware withdrawal strategies, with recommendations developed by a centralized team and implemented on a non-discretionary basis.

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

Colin L

Series 66

Columbus, OH

Ameriprise

Colin Lewis is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Huntington National Bank, Huntington Investment Company, PNC Investments, Chase Investment Services Corp., and Key Investment Services LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary investment research and third-party data.

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

James A

Series 63, Series 65

Columbus, OH

Ameriprise

James Anderson is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, PNC Investments, PNC Wealth Management, and Natcity Investments. Outside of his advisory work, Anderson serves as secretary and board member of his condominium association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which offers specialized retirement planning focused on dependable income and tax-aware withdrawal strategies.

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