Columbus, OH S High St 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

41 S High St Fl 4th

Columbus OH 43215-3406

Advisors at this office

17

Advisors at this office

user avatar

Shane T

Series 66

Columbus, OH

Ameriprise

Shane Teach is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked for Huntington Investment Company for 12 years. Outside of his advisory role, Teach streams football video game content on Twitch. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized 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

Jonathan G

Series 66

Columbus, OH

Ameriprise

Jonathan Grimm is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 credential with one year of industry experience. He previously worked at The Huntington Investment Company and has been affiliated with Huntington National Bank since 2010. 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, emphasizing dependable income sources and tax-aware withdrawal strategies.

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

Danny M

Series 66

Columbus, OH

Ameriprise

Danny Mizer Jr. is a Series 66-licensed financial advisor with Ameriprise in Columbus, OH, and has 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

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

Jeffrey B

Series 63, Series 65

Columbus, OH

Ameriprise

Jeffrey Boardman is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Huntington Investment Company, PNC Investments, PNC Wealth Management, and Natcity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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

Belinda S

CFP®, Series 63, Series 65

Columbus, OH

Ameriprise

Belinda Sherman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbus, OH. She previously worked at The Huntington Investment Company for 21 years and FIFTH THIRD SECURITIES, Inc. for one year. Sherman serves as a board member and secretary for TIGERS Inc., a nonprofit focused on personalized learning to prepare students for the business world. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through a combination of investment research, third-party data, and algorithmic tools.

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

Jane L

Series 66

Columbus, OH

Ameriprise

Jane Lisitsyn is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked previously at The Huntington Investment Company and Robert Baird & Co. since beginning her career in 2014. 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 planning, featuring written recommendation reports and ongoing advice based on comprehensive investment research and tax-aware withdrawal strategies.

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

Scott E

CFP®, ChFC®, Series 63, Series 66

Columbus, OH

Ameriprise

Scott Ervin is a financial advisor at Ameriprise in Columbus, OH, holding the CFP® and ChFC® designations with 31 years of industry experience. His prior roles include positions at The Huntington Investment Company, Valmark Financial Group, and Nationwide Investment Services Corporation. 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 retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

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

Christina T

Series 63, Series 65

Columbus, OH

Ameriprise

Christina Thornton is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at The Huntington Investment Company and Nationwide Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation recommendations.

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

Hatem B

Series 63, Series 66

Columbus, OH

Ameriprise

Hatem Benjamin is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior roles include positions at The Huntington Investment Company, PNC Investments, Chase Investment Services Corp., and Banc One Securities Corporation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written Recommendation Reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

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

Christopher B

Series 63, Series 65

Columbus, OH

Ameriprise

Christopher Brown is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Ameriprise in 2026, he spent over two decades at The Huntington Investment Company and Huntington Insurance. He serves as a board member at Parkside Church. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

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

Kristine J

Series 63, Series 66

Columbus, OH

Ameriprise

Kristine Johnson is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses with 15 years of industry experience. Her prior roles include positions at The Huntington Investment Company, LPL Financial, and FirstMerit Bank. 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 that combines proprietary research, third-party data, and algorithmic tools.

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

Emily V

Series 66

Columbus, OH

Ameriprise

Emily Van Der Merwe is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at The Huntington Investment Company, Truist Advisory Services, and BB&T Bank/Truist. 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 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

Damon S

Series 63, Series 66

Columbus, OH

Ameriprise

Damon Strickland is a financial advisor at Ameriprise in Columbus, OH, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, Edward Jones, Northwestern Mutual, Ash Brokerage, and Mercap Securities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

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

Brian H

Series 66

Columbus, OH

Ameriprise

Brian Hughes is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Manning & Napier Investor Services, Inc., KeyBank, and The Huntington National Bank. 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 that provides written recommendations 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

Jean W

Series 66

Columbus, OH

Ameriprise

Jean Wing is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. Prior to joining Ameriprise in 2026, she worked at The Huntington Investment Company from 2010 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual 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
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