Erie, PA Edinboro 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
2035 Edinboro Rd
Erie PA 16509-3452
Advisors at this office
3
Advisors at this office
Toni P
CFP®, ChFC®, Series 63, Series 65
Erie, PA
Ameriprise
Toni Paup is a CFP® and ChFC® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at OSAIC Wealth, LPL Financial, Cetera Investment Services, and Northwest Advisors, as well as a long tenure at Northwest Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.
Mark W
Series 63, Series 65
Erie, PA
Ameriprise
Mark Weibel is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior firms include Securities America Advisors, Cco Investment Services Corp., and OSAIC. In addition to his advisory work, he manages an advisory business affiliated with CNB involving various bank activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.
Justin D
Series 63, Series 66
Erie, PA
Ameriprise
Justin De Bias is a financial advisor with Ameriprise Financial Services in Erie, PA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to Ameriprise, he worked at OSAIC, Securities America, Inc., ERIEBANK, and PNC Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.
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