Englewood, FL Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,719 advisors across 4,079 offices

Location

Englewood FL

Advisors at this office

4

Advisors at this office

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Michael H

Series 63, Series 66

Englewood, FL

Ameriprise

Michael Harding is a financial advisor with Ameriprise in King of Prussia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

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

CFP®, Series 63, Series 66

Englewood, FL

Ameriprise

Mark Hotchkiss is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Venice, FL. His prior experience includes over a decade at First Command Financial Services and its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, delivering written recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, primarily focusing on assets managed within Ameriprise accounts.

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

CFP®, Series 63, Series 66

Englewood, FL

Ameriprise

Michael Randolph is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. His prior experience includes roles at Charles Schwab and TD Ameritrade, along with earlier positions outside finance in the hospitality sector. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm employs a research-driven, algorithm-supported approach to deliver personalized, tax-efficient retirement income recommendations through a centralized consulting team.

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

Series 63, Series 66

Englewood, FL

Ameriprise

Brian Dayton is a financial advisor at Ameriprise with five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He has also been involved with Eagle Strategises LLC and held various roles outside the financial industry prior to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

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