Florham Park, NJ Campus Dr Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

Across 4,276 offices

Clients per advisor

104 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

200 Campus Dr Ste 150

Florham Park NJ 07932-1007

Advisors at this office

19

Advisors at this office

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Christal G

Series 63, Series 66

Florham Park, NJ

Ameriprise

Christal Generoso is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at Stifel Nicolaus for seven years and served at New Jersey City University for nine years. Since 2020, she has been with Ameriprise in Colonia, NJ. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, supporting clients primarily within Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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J. Ronald L

Series 63, Series 65

Florham Park, NJ

Ameriprise

J. Ronald Lynch Jr. is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co. Inc. from 2014 to 2022. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Manitou Homeowners Association in Wayne, New Jersey. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 63, Series 65

Florham Park, NJ

Ameriprise

Michael Metzger is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures including indoor laser tag and hatchet throwing entertainment facilities in New Jersey. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

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

Series 63, Series 66

Florham Park, NJ

Ameriprise

Rakema White is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Stifel Nicolaus & Co Inc for nine years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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

Series 66

Florham Park, NJ

Ameriprise

Anel Kadiric is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Kadiric has worked in personal training and nutrition guidance through ownership of AK Nutrition and Training LLC and operates online retail activities selling trading cards and collectibles. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals with significant net investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports.

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

Series 63, Series 65

Florham Park, NJ

Ameriprise

Armando Dirienzo is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2016. Outside of his advisory work, he is a partner and 25% owner of Pebble in Your Shoe LLC, which operates a franchise called Stumpy’s Hatchet House, and he is also a co-owner of Tac House LLC, an entertainment venue. 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 with a structured recommendation process and incorporates a defined investment universe shaped by affiliated product relationships.

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

Series 63, Series 65

Florham Park, NJ

Ameriprise

Paul Soranno is a financial advisor with Ameriprise in Kenvil, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Bridgehampton National Bank. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers its services through a centralized consulting team and integrates algorithmic tools alongside human review to tailor retirement income strategies.

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

Series 63, Series 65

Florham Park, NJ

Ameriprise

Camillo Matteucci is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

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

Series 63, Series 65

Florham Park, NJ

Ameriprise

Mark Dzamba is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2007 in various capacities. His other business activities include fiduciary services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Florham Park, NJ

Ameriprise

Scott Cirelli is a financial advisor with Ameriprise in Mount Arlington, NJ, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for nine years before joining Ameriprise in 2020. In addition to his advisory role, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning supported by a centralized consulting team.

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

Series 66

Florham Park, NJ

Ameriprise

Joseph Troy is a financial advisor with Ameriprise in Florham Park, NJ, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, utilizing a written Recommendation Report and ongoing advice to support dependable income and tax-aware withdrawal strategies.

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

Glenn K

Series 63, Series 65

Florham Park, NJ

Ameriprise

Glenn Krause is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services since 2011, following prior roles at Charles Schwab and UBS Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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

Chester M

CFP®, Series 63, Series 65

Florham Park, NJ

Ameriprise

Chester Makuch Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with Ameriprise since 2009. Prior to the current firm structure, he worked at Ameriprise Financial Services, Inc. He is also a co-owner of a retail business, Leonard's Kielbasi Market, in Wilkes-Barre, PA. Ameriprise provides specialized retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

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

Series 66

Florham Park, NJ

Ameriprise

Elizabeth Grinkevich is a Series 66-credentialed financial advisor with Ameriprise in Hillsborough, NJ, and has 11 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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

Andrew M

Series 66

Florham Park, NJ

Ameriprise

Andrew Manganiello is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise Financial Services since 2016, including both the LLC and Inc. entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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