Erie, PA W 6th St Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

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

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

652 W 6th St

Erie PA 16507-1173

Advisors at this office

5

Advisors at this office

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Aaron C

Series 66

Erie, PA

Ameriprise

Aaron Collins II is a Series 66 licensed financial advisor at Ameriprise in Erie, PA, with one year of industry experience. Before joining Ameriprise, he worked at Cork 1794 and held various roles in educational institutions and the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

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

Series 66

Erie, PA

Ameriprise

Benjamin Reiter is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Ameriprise in Erie, PA. He has been with Ameriprise and its affiliate since 2013. Reiter is also the owner of Kingdom Advisory Services and serves on the Board of Directors for Bethel Christian School. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

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

Abby P

CFP®, Series 63, Series 65

Erie, PA

Ameriprise

Abby Paslowski is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2014. Her background includes work with Ameriprise Financial Services, Inc. She is involved in educational seminars on Medicare and charitable activities through the Kingdom Financial Foundation, as well as assisting with tax data preparation and independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations delivered through a centralized consulting team.

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

John B

CFP®, ChFC®, Series 63, Series 65

Erie, PA

Ameriprise

John Baker is a financial advisor at Ameriprise with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves as treasurer on the board of Gideons International and is an elder at East Lake Road Alliance Church. He also owns Kingdom Tax Services and is involved with the Kingdom Financial Foundation, which provides educational seminars and charitable giving. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, primarily those with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

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

Micah B

Series 66

Erie, PA

Ameriprise

Micah Bowers is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Reeds Jewelers for nine years. Outside of his advisory role, Bowers is involved in tax preparation through Kingdom Tax Services and participates in educational seminars and charitable activities with the Kingdom Financial Foundation. He also preaches periodically and assists with ministry organization at Grace Fellowship International Church. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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