King of Prussia, PA Freedom Business Ctr 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
610 Freedom Business Ctr Dr, Ste 230
King of Prussia PA 19406-1329
Advisors at this office
5
Advisors at this office
Christine S
Series 66
King of Prussia, PA
Ameriprise
Christine Stefanou is a financial advisor with Ameriprise in Malvern, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in a family-owned software company and has an ownership interest in a rental property business through an LLC. Ameriprise serves primarily high-net-worth individuals approaching or in retirement, offering retirement-income planning services that include written recommendation reports and a combination of research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional financial services company.
David D
Series 66
King of Prussia, PA
Ameriprise
David Dzendzel is a financial advisor at Ameriprise with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he engages in buying and selling sports trading cards, a hobby he has developed into a more active side business since 2020. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations.
Samantha F
Series 66
King of Prussia, PA
Ameriprise
Samantha Frick is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2012. Outside of her primary role, she is also an Associate Financial Advisor at KSP MLS LLC, where she spends significant time on financial planning activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Maria S
Series 63, Series 66
King of Prussia, PA
Ameriprise
Maria Shields is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Shields serves on the board of trustees for The Wyndcroft School in Pottstown, PA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.
Meghan M
CFP®, Series 66
King of Prussia, PA
Ameriprise
Meghan McIntyre is a CFP® and Series 66-registered financial advisor with Ameriprise, based in Phoenixville, PA. She has 21 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
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