Crestview Hills, KY Centre View Blvd Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,129

Across 4,276 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

740 Centre View Blvd, Fl 5

Crestview Hills KY 41017

Advisors at this office

14

Advisors at this office

user avatar

Douglas K

Series 63, Series 66

Crestview Hills, KY

Ameriprise

Douglas Kisker is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory work, he owns River Hills Consulting Services, LLC, a consulting firm focused on staff, payroll, and leased real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice based on a collaborative, non-discretionary process.

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

Bradley M

Series 63, Series 66

Crestview Hills, KY

Ameriprise

Bradley Mc Elwain is a financial advisor with Ameriprise in Alexandria, KY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2020. He also manages an advisory business through River Hills Consulting Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, delivering personalized, research-driven retirement income recommendations through a centralized consulting team.

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

Andrew J

Series 66

Crestview Hills, KY

Ameriprise

Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, he worked at THOR Investment Management Inc. for five years. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It 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

Emily B

CFP®, Series 66

Crestview Hills, KY

Ameriprise

Emily Butler is a CFP® and Series 66-registered advisor with Ameriprise, based in Crestview Hills, KY. She has experience working at Ameriprise since 2026, following roles at Fifth Third Bank and The Lawrence Firm. Butler also managed Kid Kovers LLC for sixteen years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

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

Crystal G

Series 63, Series 66

Crestview Hills, KY

Ameriprise

Crystal Griggs is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with Ameriprise since 2015, including a brief period at Amazon in 2017. Outside of advising, she is involved in childcare as an infant teacher at a local daycare. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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

Gavin S

Series 66

Crestview Hills, KY

Ameriprise

Gavin Sustarich is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Kroger and held positions at Eagle Creek Country Club as well as at Grant County High School and Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides tailored 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

Scott C

CFP®, Series 63, Series 66

Crestview Hills, KY

Ameriprise

Scott Custis is a financial advisor at Ameriprise with 11 years of industry experience. He holds the CFP® designation and has previously worked at firms including UBS Financial Services, Fidelity, Money Scientific, and DC Capital Management. Custis also manages an advisory business with River Hills Consulting LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides 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

Joseph T

Series 66

Crestview Hills, KY

Ameriprise

Joseph Troy III is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, he manages River Hills Consulting Services LLC, which provides administrative services for a private wealth advisory practice within Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and personalized recommendation reports.

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

Karl D

CFP®, Series 63, Series 65

Crestview Hills, KY

Ameriprise

Karl Diebold is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior roles include positions at U.S. Bancorp Investments, Pruco Securities LLC, The Prudential Insurance Company of America, and Horan Securities, Inc. He is also employed as a financial advisor at River Hills Consulting Services LLC. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering comprehensive written Recommendation Reports that incorporate income analysis, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools with personalized advisory services to deliver these plans.

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

Charles R

Series 66

Crestview Hills, KY

Ameriprise

Charles Regan is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments. Outside of his advisory role, he serves as an assistant soccer coach at Goshen High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized 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

Tosha T

Series 63, Series 66

Crestview Hills, KY

Ameriprise

Tosha Thompson is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Ameriprise, she worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2016 to 2018. Outside of her advisory role, she serves as Director of Operations at River Hills Consulting Services, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing 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

Kiley B

Series 66

Crestview Hills, KY

Ameriprise

Kiley Byrne is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Byrne worked briefly at Honeybaked Ham and Cigna, and has served as a client service associate at Riverhills Consulting Services LLC. Byrne is also affiliated with Archbishop McNicholas High School. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations, supported by a centralized consulting team.

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

Stacie K

Series 66

Crestview Hills, KY

Ameriprise

Stacie Key is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she provides administrative services as a paraplanner for River Hills Consulting Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research and modeling with tax-efficient strategies and integrates algorithmic automation in its advisory process.

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

Christopher A

Series 63, Series 65

Crestview Hills, KY

Ameriprise

Christopher Alverson is a Financial Advisor with Merrill Lynch Wealth Management. He works with high-income professionals to coordinate comprehensive financial strategies that include tax mitigation, equity compensation, retirement income, and estate planning. His approach involves integrating these elements into one framework to provide clear guidance on managing complex financial situations. With experience focusing on college education planning, legacy planning, and personal retirement planning, Christopher helps clients navigate issues such as concentration risk, capital gains, and multi-generational estate strategies. He offers access to resources typically available to ultra-high-net-worth families, including large equity event planning and executive compensation restructuring. Christopher holds a Master's Degree from the University of Cincinnati and a Bachelor's Degree from The Northern Kentucky University. He holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Equity Recipients (RS/RSU, SOP, ESPP) Liquidity event planning Retirement income strategy Multi-generational wealth transfer Charitable giving & philanthropy Executive HENRY (High Earners, Not Rich Yet) Established Professionals Parents
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)