Henderson, KY 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
Henderson KY
Advisors at this office
4
Advisors at this office
Erick D
CFP®, Series 66
Henderson, KY
Ameriprise
Erick Dalton is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Dalton serves on the boards of Farmers Bank & Trust Co. of Marion, KY, Henderson County Riverport Authority, and is an advisory board member for the Salvation Army of Henderson. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Dennis S
Series 63
Henderson, KY
Ameriprise
Dennis Schneider is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in managing Elite Innovations LLC, which supports his Ameriprise franchise practice, and is connected to a family-owned funeral home in Henderson, KY. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Brooke B
Series 66
Henderson, KY
Ameriprise
Brooke Barber is a financial advisor at Ameriprise in Henderson, KY, holding a Series 66 designation. She began her advisory career in 2025 and has prior work experience in retail and education sectors, including positions at Sam's Club and the University of Massachusetts Global. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Mark P
CFP®, Series 63
Henderson, KY
Ameriprise
Mark Powers is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, following 35 years with Ameriprise Financial Services, Inc. He is based in Henderson, KY. Powers serves on several nonprofit boards, including the Southwestern Foundation, Green Valley Baptist Association Foundation, and Southwest Healthcare, and participates in the finance committee for the First Baptist Church of Henderson. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.
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