Harrisonburg, VA Quarles Ct Office

Team
Updated today
Ameriprise logo

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

4030 Quarles Ct

Harrisonburg VA 22801-8716

Advisors at this office

8

Advisors at this office

user avatar

Joshua K

CFP®, Series 63, Series 65

Harrisonburg, VA

Ameriprise

Joshua Kyger is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He manages an agricultural business in Timberville, VA, in addition to his advisory work. Kyger also provides insurance consulting services to other Ameriprise advisors. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

James M

Series 66

Harrisonburg, VA

Ameriprise

James Mumaw is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he owns and operates a personal farm where he raises sheep, and he serves on the boards of the Rockingham County 4-H and the Virginia Sheep Industry Board. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored income strategies, delivered through a centralized consulting team in partnership with its financial advisors.

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

Christopher G

CFP®, Series 63, Series 65

Harrisonburg, VA

Ameriprise

Christopher Goehner is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise. He has worked with Ameriprise Financial Service, LLC since 1994 and held roles at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory practice, he is an assistant coach for boys varsity volleyball and soccer at Blue Ridge Christian School. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

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

Andrew H

Series 63

Harrisonburg, VA

Ameriprise

Andrew Huggins is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves on the boards of the Pasaquan Preservation Society and the Boys & Girls Club Advisory Board and is involved with The Community Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering non-discretionary, research-backed recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

Nicole T

Series 66

Harrisonburg, VA

Ameriprise

Nicole Tayman is a Series 66-licensed financial advisor with Ameriprise in Fort Defiance, VA, bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Tayman is also co-owner of 11thour, an advisory business based in Harrisonburg, VA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. 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
user avatar

Wyona M

Series 66

Harrisonburg, VA

Ameriprise

Wyona Miller is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Miller serves on the Board of Directors and acts as Treasurer for St James United Methodist Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Jennifer D

Series 66

Harrisonburg, VA

Ameriprise

Jennifer Duncan is a financial advisor at Ameriprise with 21 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she operates Jennifer L Duncan Photography, focusing on family and lifestyle photography. Ameriprise is an institutional firm serving clients primarily through retirement-income planning services and a broad array of advisory, brokerage, and insurance solutions. Its approach includes algorithm-driven retirement income recommendations combined with personalized financial advice.

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

Katherine M

Series 66

Harrisonburg, VA

Ameriprise

Katherine Mumaw is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2014, including her current role since 2020. Outside of her advisory work, she is a co-owner of YGB Operations LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, delivering written recommendations that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor oversight and offers a broad range of advisory, brokerage, and insurance solutions.

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