Honolulu, HI 700 Bishop St 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

700 Bishop St, Ste 1703

Honolulu HI 96813

Advisors at this office

14

Advisors at this office

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Gail H

CFP®, Series 63

Honolulu, HI

Ameriprise

Gail Hamada is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 after 15 years with Ameriprise Financial Services, Inc. She is based in Honolulu, HI and holds a Series 63 license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach involves collaborative planning supported by proprietary research and algorithmic tools, with distinctive enrollment criteria and an investment platform influenced by its affiliated product ecosystem.

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

Series 63, Series 66

Honolulu, HI

Ameriprise

Chrissy Kim is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise since 2017, including prior experience at UBS Financial Services. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Brayden M

Series 66

Honolulu, HI

Ameriprise

Brayden Miyashiro is a financial advisor with Ameriprise in Waipahu, HI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured program that emphasizes managed accounts and uses algorithmic tools to support its recommendations.

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

Series 66

Honolulu, HI

Ameriprise

Scott Hamilton is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at First Hawaiian Advisors, Raymond James Financial Services, First Hawaiian Bank, and BancWest Investment Services. He has also been self-employed since 2012. 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 income sources and tax-aware withdrawal strategies.

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

Stacia M

Series 63

Honolulu, HI

Ameriprise

Stacia Murray is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves on the boards of directors for Royal Hawaiian Properties, Inc. and One Waterfront Towers. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Series 66

Honolulu, HI

Ameriprise

Jared Yuen is a Series 66-registered financial advisor with Ameriprise, based in Honolulu, HI, and has 19 years of industry experience. He has been with Ameriprise Financial Services since 2007, including six years with the current Ameriprise entity. 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 advice focused on retirement income planning, using a non-discretionary approach supported by proprietary research and algorithmic tools.

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

CFP®, Series 63

Honolulu, HI

Ameriprise

Lincoln Koike is a CFP® with 30 years of experience in the financial services industry. He has been with Ameriprise and its affiliated entities since 2005 and is currently based in Honolulu, HI. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Hawaii Youth Athletic Organization. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized retirement income service that provides tailored planning and ongoing advice for clients nearing or in retirement.

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

Series 63

Honolulu, HI

Ameriprise

Brian Iha is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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, combining proprietary research and third-party data to deliver written recommendations and ongoing advice.

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

Series 63, Series 65, Series 66

Honolulu, HI

Ameriprise

Sandra Yorong is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Ameriprise in various capacities since 2005. Outside of her advisory role, she is the owner of a holding company for a published book and operates a retail business in Waipahu, Hawaii. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

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

Series 66

Honolulu, HI

Ameriprise

Jason Fong is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc., Da Hawaiian Poke Company, and DoubleTree by Hilton. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools.

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

Michael B

CFP®, Series 66

Honolulu, HI

Ameriprise

Michael Bruggemann is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Advisors Inc., SagePoint Financial, and Lrc, Inc. He serves on the Board of Directors for the Financial Planning Association of Hawaii and is involved as Treasurer and a member of the Continuing Education Advisory Committee, as well as a Board Governor for the Pacific Club in Honolulu. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

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

Rylen O

Series 66

Honolulu, HI

Ameriprise

Rylen Ochiai is a financial advisor at Ameriprise in Honolulu, HI, holding a Series 66 designation with three years of industry experience. His prior roles include five years at First Hawaiian Bank and two years as an assistant at Wealth Managing Partners. 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 through written reports and ongoing advice, utilizing a combination of in-house research, third-party data, and algorithmic tools.

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

Sunghee S

Series 66

Honolulu, HI

Ameriprise

Sunghee Shin is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Shin worked for Jason J. Lee CPA Inc for nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and ongoing tax-aware withdrawal strategies developed through a combination of investment research and algorithmic tools.

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

Curtis W

Series 66

Honolulu, HI

Ameriprise

Curtis Watasaki is a Series 66-licensed financial advisor with Ameriprise in Honolulu, HI, and has 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Curtis coaches at Punahou School. Ameriprise offers a retirement-income planning service focused on 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 in partnership with a client’s financial advisor.

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