El Segundo, CA Rosecrans Ave Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

7

Of 12,719 advisors across 4,079 offices

Location

2301 Rosecrans Ave, Ste 4195

El Segundo CA 90245

Advisors at this office

7

Advisors at this office

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Vedran K

Series 66

El Segundo, CA

Ameriprise

Vedran Kaluderovic is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise since 2013. Outside of his advisory role, he owns and manages several non-investment-related business operations, including a tax preparation firm and entities supporting practice management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that incorporates detailed recommendation reports and ongoing tax-aware strategies for clients nearing or in retirement.

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

Series 66

El Segundo, CA

Ameriprise

Jennifer Embler is a Series 66-licensed financial advisor with 24 years of industry experience. She has worked at Ameriprise since 2018, and previously spent a decade at Signature Estate & Investment Advisors and Signator Investors. She is also the owner of Absolute Wealth Advisory, Inc., a business related to managing her Ameriprise practice. 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 tailored retirement-income planning advice through a written Recommendation Report and ongoing support.

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

Series 66

El Segundo, CA

Ameriprise

Andre Logan is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is a partner at Atrium Partners 2, where he manages a financial planning practice, and co-owns Atrium Partners 3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team and proprietary tools to deliver tailored retirement planning recommendations.

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

Series 66

El Segundo, CA

Ameriprise

Ivan Kan is a financial advisor with Ameriprise in El Segundo, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise since 2006 across its affiliated entities. Outside of his advisory role, he owns and manages tax preparation and financial planning businesses, including Kan & Associates and Sentry Tax Advisory Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research, algorithmic tools, and collaborative implementation with clients and their advisors.

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

Series 66

El Segundo, CA

Ameriprise

Richard Yorke is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2023, following prior roles at Pfs Tax CPAs LLP and LPL Financial. In addition to his advisory work, Yorke is involved in tax preparation through his ownership of Yorke & Associates CPAs, Inc. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team and a combination of modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, emphasizing assets held in Ameriprise-managed accounts.

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

Series 66

El Segundo, CA

Ameriprise

Robert Perez is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, he worked for seven years at American Dream Homes. He holds a Series 66 designation and maintains a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with 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
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Carl D

Series 63, Series 65

El Segundo, CA

Ameriprise

Carl Davis is a financial advisor with Ameriprise in Culver City, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise since 2011, including its predecessor entity Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the Board of Directors for the Investment & Wealth Institute’s ethics committee and acts as Treasurer for the FoxGate Homeowners Association. Ameriprise provides retirement-income planning services primarily to clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary 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
View complete list of advisors at this office
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