Kennewick, WA 7139 W Deschutes Ave Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

12,720

Across 4,070 offices

Clients per advisor

108 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

7139 W Deschutes Ave Ste 101

Kennewick WA 99336

Advisors at this office

4

Advisors at this office

user avatar

Niles G

Series 63, Series 66

Kennewick, WA

Ameriprise

Niles Gale is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets and Centaurus Financial. Gale serves on the board and finance committee of a nonprofit organization in Kennewick, WA, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Mary S

Series 66

Kennewick, WA

Ameriprise

Mary Sani is a financial advisor with Ameriprise in Kennewick, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial Inc., Pacific Crest Planning, and New York Life Insurance Company. She is also involved with Sullivan & Blodgett, Inc., managing an advisory business outside of Ameriprise. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm delivers non-discretionary recommendations through a centralized consulting team, emphasizing assets held in Ameriprise managed accounts and integrating algorithmic automation in its planning process.

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

Ryan S

CFP®, ChFC®, Series 63, Series 66

Kennewick, WA

Ameriprise

Ryan Sullivan is a CFP® and ChFC® with 21 years of industry experience. He is currently with Ameriprise Financial Service, LLC, having joined in 2023, and previously worked at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. Sullivan serves on the board of Twin City Titans American Legion Baseball and owns Sullivan & Blodgett, Inc., managing his Ameriprise business. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Kyle B

CFP®, Series 63, Series 66

Kennewick, WA

Ameriprise

Kyle Blodgett is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Ameriprise and has previously worked at RBC Capital Markets and Centaurus Financial. Outside of his advisory role, he is a hobby musician and occasionally participates in local music groups. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.

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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