Ironwood, MI S Suffolk St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
100 S Suffolk St
Ironwood MI 49938
Advisors at this office
3
Advisors at this office
Jeffrey C
Series 66
Ironwood, MI
Ameriprise
Jeffrey Cornelius is a Financial Advisor at Merrill Lynch Wealth Management. He brings seven years of experience across Bank of America and Merrill, with a background including banking, lending, and wealth management. This diverse experience enables him to advise clients with a comprehensive perspective on financial decision-making. Jeffrey works closely with individuals and families to develop personalized financial strategies that address investments, liquidity needs, credit strategies, and long-term planning objectives. His approach is centered on thoughtful planning and informed decision-making, helping clients navigate financial opportunities and challenges with confidence. His areas of focus include college education planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from the College of Coastal Georgia and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Jeffrey enjoys antiquing, football, golfing, and spending time with his family.
Simon S
Series 66
Ironwood, MI
Ameriprise
Simon Store is a Series 66-licensed financial advisor with Ameriprise in Ironwood, Michigan, and has six years of industry experience. His prior roles include positions at Wipfli LLP and Makela, Pollack & Ahonen PLLC. Outside of his advisory work, he is co-owner of Astronomy Holdings LLC and serves on the board of the Gogebic Country Club. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support income planning and manages a broad range of advisory, brokerage, and insurance solutions.
Daniel S
CFP®, ChFC®, Series 66
Ironwood, MI
Ameriprise
Daniel Stella is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and over 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in local community activities including serving on a committee to create a youth center in Manitowish Waters and volunteering as a firefighter. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)