Keego Harbor, MI 3080 Orchard Lake Rd Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,719 advisors across 4,078 offices

Location

3080 Orchard Lake Rd, Ste. E

Keego Harbor MI 48320-1269

Advisors at this office

2

Advisors at this office

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Richard E

Series 66

Keego Harbor, MI

Ameriprise

Richard El Khoury is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, he worked at Hantz Group and gained experience outside finance with roles at Jimmy Johns and Fogo De Chao. He was also a full-time student for several years before beginning his advisory career. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

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

Series 63, Series 65

Keego Harbor, MI

Ameriprise

Corey Schepper is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. from 2013 to 2020. Outside of his advisory role, he operates Schepper Financial, Inc., a legal entity established to manage his Ameriprise franchise. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with its financial advisors.

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