Edmonds, WA 2nd Ave S Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,085 offices

Location

100 2nd Ave S Ste 140

Edmonds WA 98020

Advisors at this office

3

Advisors at this office

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Nicholas R

Series 65, Series 63

Edmonds, WA

Ameriprise

Nicholas Ruppe is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Ameriprise, he worked at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. 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 planning advice focused on income sources and tax-aware withdrawal strategies.

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

Series 66

Edmonds, WA

Ameriprise

Kevin Smith is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of PSWS Operations, LLC, overseeing financial planning practice operations, and is president of the nonprofit board Life Spring. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Edmonds, WA

Ameriprise

Taylor May is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Guy Carpenter, Symetra, Armancas Financial - Equitable Advisors, Liberty Mutual, and the University of Washington. 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 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
View complete list of advisors at this office
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