Columbus, OH N High St Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

Across 4,277 offices

Clients per advisor

104 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

8008 N High St

Columbus OH 43235

Advisors at this office

9

Advisors at this office

user avatar

Shelby B

Series 63, Series 66

Columbus, OH

Ameriprise

Shelby Byland is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, Shelby worked at Cambridge Investment Research Advisors and Northwestern Mutual in various capacities. Outside of advisory work, Shelby is involved as an investment specialist with Jeff Chaddock’s franchise through TRLT Ventures LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Jarrett W

Series 66

Columbus, OH

Ameriprise

Jarrett Westwick is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Clydesdale Stonehaus and The Ohio State University. 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 through written recommendation reports and ongoing advice. The firm’s approach uses proprietary research and algorithmic tools and requires a minimum level of investable assets for participation.

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

Austin G

Series 63, Series 65

Columbus, OH

Ameriprise

Austin Gossett is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Distribution Services, Sedgwick, and The Scotts Miracle-Gro Company. Outside of his advisory role, he is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income and asset management needs.

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

Kurt L

CFP®, Series 66

Columbus, OH

Ameriprise

Kurt Lykins is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise. His career includes roles at Ameriprise since 2020 and involvement in accounting and consulting through his own firms. He also works as a part-time instructor at Otterbein University, teaching business-related courses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver tailored, tax-efficient recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

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

Samuel B

Series 66

Columbus, OH

Ameriprise

Samuel Buford is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 11 years of experience at the firm since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations 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

Natalee A

Series 66

Columbus, OH

Ameriprise

Natalee Adams is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wright Patt Credit Union, PNC Bank, Nationwide Financial, and the City of Columbus. Outside of her advisory work, she is involved with TRLT Ventures LLC. 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 advice and a written Recommendation Report for clients approaching or in retirement.

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

Scott B

Series 66

Columbus, OH

Ameriprise

Scott Bentley is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Bentley serves on the Board of Directors for Residential Options and is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Evan H

Series 66

Columbus, OH

Ameriprise

Evan Halligan is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Lifetime Financial Growth and earlier roles in education at Butler University and Dublin City Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes proprietary investment research and algorithmic tools, with recommendations implemented non-discretionarily by clients and their advisors.

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

Kyle R

Columbus, OH

Ameriprise

Kyle Radeloff is a financial advisor with Ameriprise based in Dublin, Ohio. He holds 19 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, he is involved with TRLT Ventures LLC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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