Kalamazoo, MI Venture Park Dr 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
5991 Venture Park Dr
Kalamazoo MI 49009
Advisors at this office
5
Advisors at this office
Neal M
Series 63, Series 66
Kalamazoo, MI
Ameriprise
Neal Miedema is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Miedema serves as Secretary on the Board of Directors for the Stony Lake Property Owners Association and is involved in local business ownership and real estate activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Jason R
CFP®, Series 66
Kalamazoo, MI
Ameriprise
Jason Reed is a CFP® professional with 17 years of experience in financial advising, currently practicing at Ameriprise in Kalamazoo, MI. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized planning through a centralized consulting team.
Tacy D
Series 66
Kalamazoo, MI
Ameriprise
Tacy Davis is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, she worked at Huntington National Bank and Meijer Great Lakes. Outside of her advisory role, she operates a home bakery business called Tacy's Treats as an owner and baker. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning through comprehensive reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.
Lisa P
Series 66
Kalamazoo, MI
Ameriprise
Lisa Pleiness is a financial advisor with Ameriprise in Three Rivers, Michigan, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Beginning July 2024, she will be compensated through Venture59 LLC, where she is also employed as a financial advisor serving a client base. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing assets held in Ameriprise-managed accounts and supported by algorithmic automation overseen by dedicated committees.
Samuel H
Series 63, Series 66
Kalamazoo, MI
Ameriprise
Samuel Henley V is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
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