Greensburg, IN E. Main St. Office
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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
121 E. Main St.
Greensburg IN 47240-2031
Advisors at this office
4
Advisors at this office
Joshua M
Series 66
Greensburg, IN
Ameriprise
Joshua Miller is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Miller serves as Vice President on the Board of Directors for the Heritage of Hope Foundation. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Matthew W
Series 66
Greensburg, IN
Ameriprise
Matthew Westhafer is a financial advisor at Ameriprise with 24 years of industry experience. He previously worked at Robert Baird & Co. and Hilliard Lyons. Outside of his advisory role, he is co-owner of Same Chips LLC, a mortgage-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.
Michael M
Series 66
Greensburg, IN
Ameriprise
Michael Moore is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Moore is involved in business ownership through Different Chips, LLC, which manages his Ameriprise advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver personalized, tax-efficient retirement income recommendations.
Theresa S
Series 63, Series 65
Greensburg, IN
Ameriprise
Theresa Schwering is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior experience includes roles at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
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