Elizabethtown, PA Hershey Rd Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
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
Based on Ameriprise
Location
160 Hershey Rd
Elizabethtown PA 17022
Advisors at this office
6
Advisors at this office
Michelle M
Series 66
Elizabethtown, PA
Ameriprise
Michelle Mc Govern is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and five years of industry experience. She previously worked at YDOP from 2014 to 2018 before joining Ameriprise in 2018. Outside of her advisory role, she plans to operate an Etsy shop named Violet & Co to sell crafts and vintage books. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports developed by a centralized consulting team, combining research and modeling to deliver tax-efficient withdrawal strategies and income planning.
David B
Series 66
Elizabethtown, PA
Ameriprise
David Blackwell is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Donegal Insurance Group for 13 years. Outside of his advisory role, he is an associate financial advisor with LLWAG, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.
Bradley G
Series 66
Elizabethtown, PA
Ameriprise
Bradley Gibbs is a Series 66-licensed financial advisor with Ameriprise in Elizabethtown, PA, and has seven years of industry experience. He has worked at Ameriprise since 2018 and previously held roles outside the financial sector. Outside of advising, he owns Pro Fan League LLC, where he authors, speaks, consults, and sells a proprietary board game he created. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research, third-party data, and algorithmic tools, and operates within a distinct investment ecosystem with specific enrollment criteria.
Kendra W
Series 66
Elizabethtown, PA
Ameriprise
Kendra Wall is a financial advisor with Ameriprise in Mount Joy, PA, holding a Series 66 designation and four years of industry experience. She has worked at several firms including Landis Financial Advisors, MassMutual, and Rotz & Stonesifer Financial Services, and has prior experience at Liberty University and in local community roles. Outside of her advisory work, she has engaged in planning leisure travel related to Disney and Universal Studios through a separate non-investment activity. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
Melissa E
Series 66
Elizabethtown, PA
Ameriprise
Melissa Eckroth is a financial advisor at Ameriprise Financial Services with 16 years of experience at the firm. She holds a Series 66 designation and operates out of Elizabethtown, PA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, delivering written recommendation reports and ongoing advice using a combination of investment research, third-party data, and algorithmic tools.
Bryan E
Series 66
Elizabethtown, PA
Ameriprise
Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
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