Fremont, NE N Bell St Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,069 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

1350 N Bell St

Fremont NE 68025

Advisors at this office

5

Advisors at this office

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Melissa H

Series 63

Fremont, NE

Ameriprise

Melissa Hughes is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2017, following 13 years at SII Investments and Wealth Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Jonathan G

Series 66

Fremont, NE

Ameriprise

Jonathan Gilfry is a financial advisor with Ameriprise in Fremont, Nebraska, holding a Series 66 designation and 26 years of industry experience. He previously worked at Sii Investments and Wealth Partners for 17 years before joining Ameriprise Financial Advisors Inc. in 2017. Outside of his advisory role, Gilfry is co-owner of an indoor sports center focused on baseball and softball and is a member of the Fremont Kiwanis. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Phillip W

Series 63, Series 65

Fremont, NE

Ameriprise

Phillip Wood is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2017, including a prior 19-year tenure at Wealth Partners, Inc./SII Investments, Inc. Wood is also president and managing partner of Flagship Partners, Inc., where he manages a financial advisory practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Craig J

Series 66

Fremont, NE

Ameriprise

Craig Jones is a financial advisor with Ameriprise in Fremont, Nebraska, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Calton & Associates, Inc. Outside of Ameriprise, he is also employed as a financial advisor with the Jon Gilfry Company. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

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

Trevor S

Series 66

Fremont, NE

Ameriprise

Trevor Synovec is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior experience at First State Bank-Nebraska and the Nebraska Auditor of Public Accounts. Outside of his advisory role, he serves on several nonprofit boards, including the Salvation Army and Fremont Area Habitat for Humanity, and is treasurer of the Dodge County GOP. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research and modeling to provide tax-efficient income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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