Emporia, KS 1114 Commercial St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
1114 Commercial St, Ste C
Emporia KS 66801-3446
Advisors at this office
4
Advisors at this office
Karly W
CFP®, Series 66
Emporia, KS
Ameriprise
Karly Witte is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Ameriprise and has prior experience at OSAIC, SagePoint Financial, ESB Financial, and Community National Bank & Trust. Witte serves on the Board of Directors and the Rotary Club of Emporia and is president of 1801 Rural, a nonprofit organization in Emporia, KS. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Tracy E
CFP®, Series 63
Emporia, KS
Ameriprise
Tracy Edwards is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Emporia, KS. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, Edwards serves on the Board of Directors for the Sigma Tau Gamma Delta Chapter Alumni Association and is involved with a local nonprofit social club as an owner. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support and offers a broad range of brokerage and insurance solutions through its affiliated companies.
Jake S
Series 66
Emporia, KS
Ameriprise
Jake Scott is a Series 66-credentialed financial advisor with Ameriprise in Emporia, KS, where he has worked since 2021. He has four years of industry experience, including prior roles at Emporia State Federal Credit Union and Caliber Home Loans. Scott serves on the Board of Directors for Emporia Friends of the Zoo. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized, non-discretionary recommendations through a centralized consulting team.
Aaron L
Series 66
Emporia, KS
Ameriprise
Aaron Larson is a financial advisor with Ameriprise Financial Services in Emporia, Kansas. He holds the Series 66 designation and has been in the industry for one year. Prior to joining Ameriprise, Larson’s background includes work with Aspire, LLC, Midwest Evaluation and Research, LLC, and roles in education with Lebo-Waverly School USD 243 and Emporia State University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing a centralized team and proprietary investment research.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)