Kosciusko, MS E Washington St Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,773 advisors across 4,087 offices

Location

106 E Washington St

Kosciusko MS 39090

Advisors at this office

3

Advisors at this office

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Austin P

Series 66

Kosciusko, MS

Ameriprise

Austin Parker is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at the Social Security Administration and in education at Kosciusko Junior High School and Tishomingo County High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing tax-aware withdrawal planning. The firm’s retirement income service uses an investment approach influenced by proprietary research and third-party data and operates within a structured product ecosystem.

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

Series 66

Kosciusko, MS

Ameriprise

Sheridan Mitchell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to that, he was employed at Hudspeth Regional Center and Mississippi State University. Ameriprise is an institutional firm that offers a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm provides comprehensive, research-backed recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

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

Series 63, Series 65

Kosciusko, MS

Ameriprise

Robert Mac Kenzie is a financial advisor with Ameriprise in French Camp, MS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor since 2005. Outside of advising, he serves as president on the board of Complete In Christ Ministries and owns a business specializing in payroll management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations delivered in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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