Hershey, PA 326 W Chocolate Ave 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
326 W Chocolate Ave
Hershey PA 17033
Advisors at this office
4
Advisors at this office
Nathan S
Series 66
Hershey, PA
Ameriprise
Nathan Smith is a financial advisor with Ameriprise in Harrisburg, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Johnson Controls Security Solutions and TE Connectivity. Outside of his advisory role, he coaches at the Hershey Aquatic Club. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides written, non-discretionary recommendation reports combining research, modeling, and tax-efficiency analysis, and supports a broad range of advisory, brokerage, and insurance solutions.
Ryan S
Series 66
Hershey, PA
Ameriprise
Ryan Smith is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining Ameriprise in 2019. 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 dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Paul S
Series 63, Series 65
Hershey, PA
Ameriprise
Paul Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 28 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and algorithmic tools.
Craig E
Series 66
Hershey, PA
Ameriprise
Craig Eastwood is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 29 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining Ameriprise in 2008. Eastwood is also contracted with Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement income planning and recommendations based on proprietary research and third-party data.
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