Edina, MN Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,122

Across 4,272 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

Edina MN

Advisors at this office

5

Advisors at this office

user avatar

Daniel P

Series 63, Series 65

Edina, MN

Ameriprise

Daniel Peterson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021, following 13 years at Riversource Distributors Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

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

Ryan G

Series 66

Edina, MN

Ameriprise

Ryan Greiber is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Before his advisory career, he was involved with the University of Wisconsin-Madison Office of Admissions and Recruitment. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.

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

Michael L

Series 63, Series 66

Edina, MN

Ameriprise

Michael Lawson is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

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

Joep H

Series 63, Series 65

Edina, MN

Ameriprise

Joep Hogervorst is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Wells Fargo and LPL Financial. Outside of his advisory work, he serves as a ski instructor helping children learn to ski. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that 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

Michael M

CFP®, Series 63, Series 65

Edina, MN

Ameriprise

Michael Metzger is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Edina, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Metzger manages a men's hockey team, overseeing fee collection and league participation. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities to serve its clients.

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