Glenview, IL Ravine Way Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
2400 Ravine Way, Ste 100
Glenview IL 60025
Advisors at this office
3
Advisors at this office
Monte L
Series 66
Glenview, IL
Ameriprise
Monte Luzadder is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Luzadder serves as president, secretary, and treasurer of ETNOM Ltd, a consulting business, and is secretary on the board of directors for the Colonial Center of Glenview Condo Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds, delivering non-discretionary, research-driven recommendations in partnership with its financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Bruce S
Series 63, Series 65
Glenview, IL
Ameriprise
Bruce Sturgeon is a financial advisor with Ameriprise in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Wayne Hummer Investments for nine years. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored retirement income plans.
Trent L
Series 66
Glenview, IL
Ameriprise
Trent La Monica is a financial advisor with Ameriprise in Glenview, IL, holding a Series 66 credential and 13 years of industry experience. Prior to joining Ameriprise, he worked at New York Life and its affiliates from 2014 to 2020 and operated Lamonica & Associates from 2018 to 2020. He serves as a trustee for the District 39 Foundation. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)