Indiana, PA Philadelphia St Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

4

Of 12,773 advisors across 4,086 offices

Location

800 Philadelphia St, Box 220

Indiana PA 15701

Advisors at this office

4

Advisors at this office

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Owen K

Series 66

Indiana, PA

Ameriprise

Owen Kegel is a financial advisor with Ameriprise in Indiana, PA. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Ameriprise, he worked at S&T Bank for three years. 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 ongoing planning advice focused on retirement income strategies.

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

Series 66

Indiana, PA

Ameriprise

Vincent Hanig is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. In addition to his advisory role, he serves as a private banker at S&T Bank and is involved in youth care, assisting with behavioral management and administrative tasks at a group home. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Indiana, PA

Ameriprise

Shawn Steffee II is a financial advisor with Ameriprise in Indiana, PA, holding a Series 66 designation and two years of industry experience. His prior positions include roles at LPL Financial, OSAIC, Lincoln Financial Advisors, Mosaic Wealth Consulting, and S&T Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

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

CFA®, Series 65, Series 63

Indiana, PA

Ameriprise

Nicholas Westrick is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFA® designation and securities licenses Series 65 and Series 63. He previously worked at Stewart Capital Advisors, LLC for 13 years. Westrick also maintains a dual employment arrangement with S&T Bancorp as part of a collaboration with Ameriprise. 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 retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
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