Kennewick, WA N Center Pkwy 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
1009 N Center Pkwy Ste 220
Kennewick WA 99336
Advisors at this office
3
Advisors at this office
Kari H
Series 66
Kennewick, WA
Ameriprise
Kari Hancock is a Series 66-licensed financial advisor with Ameriprise in Walla Walla, WA, with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she operates Happy Fins Diving & Travel, focusing on scuba diving photography and travel, and serves on the Endowment Committee at Zion Lutheran Church. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to support income strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Roderick M
Series 66
Kennewick, WA
Ameriprise
Roderick Muzzy is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked with Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory role, Muzzy independently sells and consults on audio-video products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.
Robert F
Series 63, Series 66
Kennewick, WA
Ameriprise
Robert Fix is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2017. Outside of his advisory role, he serves on the Board of Directors for the Inspiration Estates Home Owners Association and is employed by FWM, LLC in a noninvestment-related capacity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice and written recommendation reports 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”)