Henderson, KY 2nd Street Office

Team
Updated today
Ameriprise logo

Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,068 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

238 2nd Street

Henderson KY 42420

Advisors at this office

6

Advisors at this office

user avatar

Spencer B

Series 66

Henderson, KY

Ameriprise

Spencer Bloodworth is a financial advisor with Ameriprise in Henderson, KY, holding a Series 66 designation and six years of industry experience. He previously worked at Evansville Teachers FCU for eight years before joining Ameriprise in 2019. Outside of his advisory role, he is involved in live music as a performing musician. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes detailed recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a focus on tax efficiency and asset management, providing a broad range of advisory, brokerage, and insurance solutions.

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

Daniel W

Series 66

Henderson, KY

Ameriprise

Daniel Wring is a financial advisor with Ameriprise in Henderson, Kentucky, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Matthew W

Series 66

Henderson, KY

Ameriprise

Matthew Windhaus is a financial advisor with Ameriprise in Henderson, KY, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Windhaus Insurance - State Farm, State Farm, and Field & Main Bank. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and emphasizes the use of funds from affiliated firms in its product selection.

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

Scott A

Series 63, Series 65

Henderson, KY

Ameriprise

Scott Audas is a financial advisor with Ameriprise in Henderson, Kentucky, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Farmers Bank and Trust in Marion, Kentucky, from 2014 to 2020. Outside of finance, he teaches Economics 101 as an adjunct professor at the University of Evansville and operates a martial arts and fitness center where he teaches Brazilian Jiu Jitsu and yoga. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, providing tailored income, Social Security, and tax withdrawal strategies through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, with a focus on assets managed within Ameriprise accounts.

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

David S

Series 66

Henderson, KY

Ameriprise

David Sutton is a Series 66-licensed financial advisor with Ameriprise in Henderson, KY, bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored income recommendations.

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

Braxton S

Series 66

Henderson, KY

Ameriprise

Braxton Scales is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His work history includes roles at Ameriprise, Merrill Lynch, Dell, Wildcat Health, and State Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored, non-discretionary retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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”)