Indianapolis, IN Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,128

Across 4,275 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

Indianapolis IN

Advisors at this office

7

Advisors at this office

user avatar

Marcus B

Series 63, Series 65

Indianapolis, IN

Ameriprise

Marcus Burns is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial LLC, BMO Harris Bank, PNC Investments, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning. The firm’s approach integrates investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and asset allocation guidance.

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

Bradley H

Series 63, Series 66

Indianapolis, IN

Ameriprise

Bradley Hunckler is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. Prior to joining Ameriprise in 2026, he worked for The Huntington Investment Company and The Huntington National Bank from 2014 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides 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

Jason H

Series 63, Series 66

Indianapolis, IN

Ameriprise

Jason Hull is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has previously worked at firms including Charles Schwab, Merrill, JPMorgan Chase, and Huntington Investment Company. Outside of his advisory work, he owns several rental properties in the Indianapolis area. 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, utilizing a combination of investment research, third-party data, and algorithmic tools to provide tailored recommendations.

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

Jill M

Series 63, Series 65

Indianapolis, IN

Ameriprise

Jill Minkner is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank from 2014 to 2026. Outside of her advisory work, she owns a retail business selling products on Amazon and rents out her pool through the Swimply app. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

Robert S

Series 63

Indianapolis, IN

Ameriprise

Robert Stark Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior experience includes 13 years at Cetera before joining Ameriprise in 2013. Outside of his advisory role, he operates a tax preparation business as a certified public accountant. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on tax-aware withdrawal strategies and dependable income sources. The firm's approach integrates proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis.

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

Donald S

Series 63, Series 65

Indianapolis, IN

Ameriprise

Donald Schofield is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory work, he is involved in archery hunting and photography through Arrow One LLC, serves as president and tennis instructor at Next Level Tennis, and has held the position of past president on the board of the Indiana Bowhunter Association. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers 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

Jorge H

Series 63, Series 66

Indianapolis, IN

Ameriprise

Jorge Hernandez is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at The Huntington Investment Company, Merrill, Bank of America, JPMorgan Chase, and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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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