Henderson, NV Village View Dr Office

Team
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 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

2495 Village View Dr Ste 200

Henderson NV 89074

Advisors at this office

23

Advisors at this office

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Melanie H

Series 63, Series 66

Henderson, NV

Ameriprise

Melanie Horner is a financial advisor at Ameriprise with 33 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for six years before joining Ameriprise in 2016. 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 employs a centralized service team to provide tailored recommendation reports and ongoing advice for clients approaching or in retirement.

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

Matthew W S

Series 63, Series 65

Henderson, NV

Ameriprise

Matthew W. Shaughnessy is a financial advisor with Ameriprise in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of advisory work, he facilitates a weekly book group based on Dave Ramsey's Financial Peace, focusing on guided discussion without providing financial advice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to create personalized, non-discretionary recommendations. 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

Brian E

Series 66

Henderson, NV

Ameriprise

Brian Ewell is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Outside of his advisory role, he serves as President and a member of the Board of Directors for the Boulder Dam Chapter of the Sons of the Utah Pioneers. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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

Justin S

CFP®, Series 63, Series 66

Henderson, NV

Ameriprise

Justin Smith is a CFP® professional with 17 years of experience in financial advising. He has worked at Ameriprise since 2021 and previously spent eight years at Edward Jones. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic automation to support its advisory process 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

Ottilia C

Series 63

Henderson, NV

Ameriprise

Ottilia Cserenko is a financial advisor with Ameriprise in Henderson, Nevada, holding a Series 63 designation and nine years of industry experience. She has worked at Ameriprise since 2022 and previously held roles at Thrivent Financial and other firms from 2016 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

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

Chad Y

Series 66

Henderson, NV

Ameriprise

Chad Yamada is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he spent time in the restaurant industry, including roles at Jinya Ramen and TKRG Bouchon Bistro. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies. The firm uses a combination of proprietary research and third-party tools to develop tailored recommendations that require clients to meet specific asset criteria.

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

Jonathan M

Series 63, Series 65

Henderson, NV

Ameriprise

Jonathan Mirer is a financial advisor at Ameriprise with 54 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Alejandro G

Series 66

Henderson, NV

Ameriprise

Alejandro Gil is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. His career includes six years of service in the United States Air Force and two years at Dollar Loan Center prior to joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary, written recommendations. The firm offers 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

Thomas F

Series 66

Henderson, NV

Ameriprise

Thomas Fitzgerald Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Fitzgerald serves on the Board of Directors for the Las Vegas CPCU Society Chapter and is its Immediate Past President. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

William V

Series 66

Henderson, NV

Ameriprise

William Vaughn Jr. is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience working nearly a decade at Navy Federal Credit Union. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Jacob E

Series 66

Henderson, NV

Ameriprise

Jacob Ewell is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Ameriprise, he worked at Gartner, Inc. and has experience in various roles including at Frozen Dessert Supplies and Vivint Smart Homes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Renee L

Series 66

Henderson, NV

Ameriprise

Renee Langlois is a Series 66-licensed financial advisor with Ameriprise, bringing 20 years of industry experience. She has worked with Ameriprise Financial Services since 2006, including time at TD Ameritrade in 2008 and 2009. Outside of her advisory role, she is involved with an academic nonprofit that supports scholarships and grants for liberal arts students. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and tax-aware withdrawal strategies.

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

Patrick W

Series 63, Series 65

Henderson, NV

Ameriprise

Patrick Wainscott is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. His other business activities include fiduciary services. 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 retirement income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

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

David A

Series 66

Henderson, NV

Ameriprise

David Allen is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Resource One, Inc. and Home Depot. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering advisory, brokerage, and insurance solutions through affiliated entities.

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

Paolo M

Series 63, Series 66

Henderson, NV

Ameriprise

Paolo Maressa Yamamoto is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley. He also serves as a trustee in fiduciary activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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