Edina, MN 3600 Minnesota Dr Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

Across 4,279 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

3600 Minnesota Dr, Ste 550

Edina MN 55435-7925

Advisors at this office

23

Advisors at this office

user avatar

Rachel L

Series 66

Edina, MN

Ameriprise

Rachel Leiendecker is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 credential and has been with Ameriprise since 2020. Prior to her advisory role, she worked briefly at Olson's Ice Cream and attended the University of Wisconsin Eau Claire. 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 planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Erik R

CFP®, Series 63, Series 65

Edina, MN

Ameriprise

Erik Rosvold is a CFP® professional with 28 years of industry experience, currently advising at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliated entities since 2000. 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 recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

Jane M

Series 66

Edina, MN

Ameriprise

Jane Musser is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Ameriprise and HighTower Advisors, among others. She is based in Edina, MN. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning and ongoing 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

Elizabeth M

Series 63

Edina, MN

Ameriprise

Elizabeth Mccarty is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves on the Board of Directors and as Unit Treasurer for Pack 9561 Committee at Capitol Hill School in St. Paul, MN. 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 through written Recommendation Reports and ongoing advice.

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

Matthew D

Series 66

Edina, MN

Ameriprise

Matthew Davis is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2017. In addition to his advisory role, Davis is involved with Northern Edge Operations LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing tailored planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Terrence L

CFP®, ChFC®, Series 63, Series 65

Edina, MN

Ameriprise

Terrence Leiendecker is a CFP® and ChFC® with 39 years of experience in financial advising, currently serving clients at Ameriprise since 2012. He is also a co-owner of MVL, LLC, which manages his Ameriprise business. Outside of finance, he coaches elite soccer goalkeepers at MN Thunder Academy and provides pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed, research-based recommendations to support tax-efficient withdrawal strategies and Social Security options.

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

Series 66

Edina, MN

Ameriprise

Aidan Liker is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2023 and has no prior industry experience before joining the firm. Outside of his advisory role, he has been involved with the Minnetonka Youth Hockey Association and has experience working in educational settings. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers centralized, non-discretionary advice supported by algorithmic tools and emphasizes the use of products from affiliated fund families.

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

Matthew K

CFP®, Series 66

Edina, MN

Ameriprise

Matthew Kley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2012. He is based in Chanhassen, MN. Outside of his advisory role, Matthew is a firefighter with the Chanhassen Fire Department, participating in emergency medical response. Ameriprise serves primarily high-net-worth individuals, offering retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. The firm utilizes a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

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

Lisa M

CFP®, ChFC®, Series 63

Edina, MN

Ameriprise

Lisa Mulcare is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor in Minneapolis, MN. Outside of her advisory role, she is involved in business ownership, including a brewpub in Minneapolis. Ameriprise is an institutional firm offering retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

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

Aimee S

CFP®, Series 66

Edina, MN

Ameriprise

Aimee Sybrant is a CFP® with 21 years of industry experience and is currently an advisor at Ameriprise. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she serves as Financial Secretary and is a member of the Board of Directors for the St. Stephen Lutheran Church Legacy Endowment Board. 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 through written recommendation reports and ongoing advice.

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

Jack M

Series 66

Edina, MN

Ameriprise

Jack Murphy is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Inland, as well as operating B&B Landscaping and Snowplowing LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

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

Amy B

Series 66

Edina, MN

Ameriprise

Amy Bestler is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she owns ALB Consulting, an independent advisory business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides 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

Akintomiwa O

Series 66

Edina, MN

Ameriprise

Akintomiwa Oduwaiye is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held positions at Old National Bank, Farm Bureau Financial Services, and NIVO SOLAR. His background also includes work outside the financial industry in moving services and retail. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed 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 retirement income recommendations through a centralized consulting team.

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

Robert R

CFP®, ChFC®, Series 63

Edina, MN

Ameriprise

Robert Ray is a financial advisor at Ameriprise in Minneapolis, MN, holding CFP®, ChFC®, and Series 63 credentials with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership in lawn and garden equipment and storage products, as well as short-term vacation rentals. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Cathy P

Series 63

Edina, MN

Ameriprise

Cathy Prose is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a methodology that includes research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

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