Gilbert, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
3
Of 12,719 advisors across 4,079 offices
Location
Gilbert AZ
Advisors at this office
3
Advisors at this office
Louis S
Series 63, Series 65
Gilbert, AZ
Ameriprise
Louis Schuster III is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and incorporates algorithmic automation alongside human oversight in its planning process.
Erik W
Series 63, Series 66
Gilbert, AZ
Ameriprise
Erik Woods is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, and The Vanguard Group, Inc. Outside of his advisory work, he has experience in the hospitality industry with Flemings Prime Steakhouse and Wine Bar. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated committees to support its advisory approach.
Travis C
Series 63, Series 66
Gilbert, AZ
Ameriprise
Travis Carlisle is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team.
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