Houston, TX Allen Pkwy. 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
2727 Allen Pkwy., Ste. 1500
Houston TX 77019-2127
Advisors at this office
4
Advisors at this office
Christopher H
Series 63, Series 65
Houston, TX
Ameriprise
Christopher Hall is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley and its Private Bank divisions from 2013 to 2025. Outside of his advisory role, he owns and manages Fidi Consi LLC, an investment-related business. Ameriprise offers specialized retirement-income planning services for individuals with significant investable assets, combining algorithmic analysis with personalized recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.
Edward P
Series 66
Houston, TX
Ameriprise
Edward Persia is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Ameriprise in 2024. Persia is also co-owner of Q5 Operations LLC and owner of EP1 LLC, managing advisory businesses. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research and algorithmic tools to provide tailored recommendations and ongoing advice.
Kurtis B
Series 66
Houston, TX
Ameriprise
Kurtis Bell is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Raymond James Financial Services. He serves on the board of directors for the Texas Rice Festival as Golf Chairman and advisory board member. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Scott G
Series 66
Houston, TX
Ameriprise
Scott Guptill is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 13 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Morgan Stanley in various capacities including Morgan Stanley Private Bank and Morgan Stanley Graystone from 2011 to 2024. He is also an owner of Gup Corp. LLC and Etatap Ventures, LLC, which are involved in managing advisory businesses. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm operates a centralized retirement-income consulting team and utilizes algorithmic automation overseen by internal committees to generate its recommendations.
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