Johnston, IA Windsor Parkway 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
8951 Windsor Parkway
Johnston IA 50131-2566
Advisors at this office
3
Advisors at this office
Jonica E
Series 66
Johnston, IA
Ameriprise
Jonica Ewald is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved in business ownership through Ewald Enterprises LLC and Integrity Point, LLC, and holds an executive role in Integrity Point Real Estate LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Riley L
Series 63, Series 65
Johnston, IA
Ameriprise
Riley Lindholm is a financial advisor with Ameriprise in Des Moines, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Ameriprise and its affiliates since 2016 and is also an Operations Manager on the Financial Planning Team at Integrity Point LLC. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.
Michelle S
Series 66
Johnston, IA
Ameriprise
Michelle Shaji is a financial advisor with Ameriprise in Johnston, IA, holding a Series 66 designation. She has been with Ameriprise since 2025 and has prior experience with the School of Human Ecology and Keeling Wealth Advisors. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income program involves a centralized team and uses proprietary research and tools to develop individualized recommendations.
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