Hays, KS E 13th St Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,073 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

2401 E 13th St

Hays KS 67601-2663

Advisors at this office

6

Advisors at this office

user avatar

Heather L

Series 63, Series 65

Hays, KS

Ameriprise

Heather Lyle is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in family farming operations and owns a tax preparation and accounting business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

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

Skyler T

Series 65, Series 63

Hays, KS

Ameriprise

Skyler Tebo is a financial advisor with Ameriprise in Hays, Kansas, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include work with Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, and Modern Woodmen of America. Skyler also has experience outside financial services, having worked at Hays Medical Center and Ellis High School. 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 reliable income sources and tax-aware withdrawal strategies.

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

Jordan D

Series 66

Hays, KS

Ameriprise

Jordan Dale is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Advisors Excel and has a background as a student at Washburn University. He has also held roles outside finance, including at Restore and Clean and United Parcel Service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a written Recommendation Report and ongoing advice, supported by internal research and third-party data.

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

Adam K

Series 66

Hays, KS

Ameriprise

Adam Klaus is a financial advisor with Ameriprise in Hays, Kansas, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously was employed by A&A Coors Inc. and Fort Hays State University from 2015 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

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

Mason I

Series 66

Hays, KS

Ameriprise

Mason Ibarra is a financial advisor with Ameriprise in Hays, KS, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Advisors Excel, Bank of Hays, and Fort Hays State University. He also worked for Blue Smoke Barbeque, indicating experience outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and algorithmic tools.

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

Dustin M

Series 66

Hays, KS

Ameriprise

Dustin Mcwhirter is a financial advisor with Ameriprise in Hays, Kansas, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as an umpire for baseball and softball. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven, algorithm-assisted recommendations with personalized financial advice and provides 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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